+15,836.1%
AFL vs IONS
+170.3%
+15,665.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | +0.3% |
| 7D | +2.9% | -26.3% | +29.1% | +5.3% |
| 30D | +8.0% | -31.9% | +39.9% | +11.2% |
| 3M | +5.9% | -48.0% | +53.9% | +11.5% |
| 6M | +11.6% | -62.6% | +74.2% | +20.4% |
| YTD | +17.5% | -63.3% | +80.8% | +26.8% |
| 1Y | +13.3% | -58.4% | +71.7% | +20.8% |
| 3Y | +67.0% | -38.2% | +105.2% | +68.9% |
| 5Y | +150.6% | -11.1% | +161.7% | +141.6% |
| 10Y | +343.1% | -31.7% | +374.8% | +323.2% |
| All | +15,836.1% | +170.3% | +15,665.8% | +11,153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling