+229.9%
AFRM vs IONS
+43.7%
+186.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -7.0% | -4.8% | -2.1% | -6.1% |
| 30D | -7.8% | +7.2% | -15.0% | -9.1% |
| 3M | +5.3% | -22.7% | +28.0% | +9.0% |
| 6M | +42.6% | -26.9% | +69.5% | +49.3% |
| YTD | -2.8% | -26.6% | +23.8% | +1.4% |
| 1Y | -19.3% | -2.1% | -17.2% | -22.0% |
| All | +229.9% | +43.7% | +186.2% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling