-98.7%
AMC vs IONS
-5.7%
-93.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -21.4% | +29.6% | +12.0% |
| 7D | +6.6% | -24.8% | +31.4% | +11.2% |
| 30D | +14.1% | -31.5% | +45.6% | +21.0% |
| 3M | +31.3% | -45.2% | +76.5% | +44.8% |
| 6M | +126.7% | -59.1% | +185.7% | +160.6% |
| YTD | +117.9% | -60.8% | +178.8% | +152.4% |
| 1Y | +41.1% | -57.9% | +98.9% | +61.0% |
| 3Y | -61.0% | -34.5% | -26.5% | -60.5% |
| 5Y | -99.1% | -8.8% | -90.3% | -99.2% |
| 10Y | -98.7% | -19.2% | -79.5% | -98.9% |
| All | -98.7% | -5.7% | -93.0% | -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