+40.2%
AMC vs IONS
-44.5%
+84.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.4% |
| 7D | +17.7% | -10.6% | +28.3% | +18.9% |
| 30D | +26.2% | -7.7% | +33.9% | +27.0% |
| 3M | +31.3% | -27.1% | +58.4% | +34.3% |
| 6M | +142.8% | -46.8% | +189.5% | +151.3% |
| YTD | +125.6% | -49.2% | +174.9% | +139.1% |
| 1Y | +40.2% | -44.9% | +85.1% | +44.4% |
| All | +40.2% | -44.5% | +84.8% | +44.4% |
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