-19.3%
AFRM vs IONS
-2.1%
-17.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -7.0% | -4.8% | -2.1% | -6.9% |
| 30D | -7.8% | +7.2% | -15.0% | -7.7% |
| 3M | +5.3% | -22.7% | +28.0% | +4.1% |
| 6M | +42.6% | -26.9% | +69.5% | +39.7% |
| YTD | -2.8% | -26.6% | +23.8% | -4.3% |
| 1Y | -19.3% | -2.1% | -17.2% | -15.3% |
| All | -19.3% | -2.1% | -17.2% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling