+351.8%
AHR vs IONS
+15.4%
+336.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -3.4% | -5.3% | +1.9% | -3.2% |
| 30D | -3.8% | +0.3% | -4.0% | -3.8% |
| 3M | +20.1% | -22.9% | +42.9% | +21.4% |
| 6M | +7.1% | -23.4% | +30.5% | +8.3% |
| YTD | +17.2% | -28.3% | +45.5% | +18.8% |
| 1Y | +30.4% | -7.0% | +37.4% | +30.9% |
| All | +351.8% | +15.4% | +336.3% | +331.2% |
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