+40.7%
AMC vs IONS
-59.8%
+100.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.1% | +10.8% | +1.9% |
| 7D | +5.5% | -30.3% | +35.7% | +6.4% |
| 30D | +16.1% | -37.7% | +53.9% | +18.3% |
| 3M | +43.0% | -50.5% | +93.5% | +47.8% |
| 6M | +130.7% | -62.8% | +193.4% | +141.2% |
| YTD | +121.8% | -64.4% | +186.2% | +137.3% |
| 1Y | +40.7% | -59.5% | +100.1% | +39.3% |
| All | +40.7% | -59.8% | +100.4% | +39.3% |
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