-98.8%
AMC vs IONS
-36.2%
-62.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -1.7% |
| 7D | +8.4% | -29.6% | +38.1% | +14.2% |
| 30D | +9.2% | -35.6% | +44.7% | +16.9% |
| 3M | +32.0% | -51.7% | +83.7% | +48.7% |
| 6M | +149.3% | -64.0% | +213.2% | +193.0% |
| YTD | +114.1% | -65.5% | +179.6% | +153.4% |
| 1Y | +35.8% | -62.4% | +98.2% | +58.1% |
| 3Y | -58.3% | -41.1% | -17.2% | -57.1% |
| 5Y | -99.2% | -16.5% | -82.7% | -99.2% |
| All | -98.8% | -36.2% | -62.6% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling