+352.8%
AHR vs IONS
+18.2%
+334.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -1.5% | -4.8% | +3.4% | -1.2% |
| 30D | -1.4% | +7.2% | -8.6% | -1.8% |
| 3M | +18.6% | -22.7% | +41.3% | +19.9% |
| 6M | +6.6% | -26.9% | +33.5% | +8.0% |
| YTD | +17.5% | -26.6% | +44.0% | +18.9% |
| 1Y | +30.9% | -2.1% | +33.0% | +31.0% |
| All | +352.8% | +18.2% | +334.5% | +331.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling