+9.5%
AGI vs IONS
-14.8%
+24.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.2% |
| 7D | -2.7% | -6.7% | +3.9% | -1.4% |
| 30D | +7.2% | -4.1% | +11.3% | +8.0% |
| 3M | +4.3% | -26.6% | +30.8% | +5.4% |
| 6M | -27.1% | -27.5% | +0.4% | -26.0% |
| YTD | -6.6% | -31.5% | +24.9% | -2.0% |
| 1Y | +9.5% | -15.3% | +24.9% | +18.3% |
| All | +9.5% | -14.8% | +24.4% | +18.3% |
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