+344.9%
AHR vs IONS
+14.0%
+330.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.5% |
| 7D | -4.3% | -8.7% | +4.3% | -3.9% |
| 30D | -3.1% | -1.6% | -1.4% | -3.0% |
| 3M | +15.7% | -24.9% | +40.6% | +17.2% |
| 6M | +4.1% | -25.7% | +29.7% | +5.4% |
| YTD | +15.4% | -29.2% | +44.6% | +17.1% |
| 1Y | +28.0% | -13.0% | +41.0% | +28.8% |
| All | +344.9% | +14.0% | +330.9% | +325.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling