+38.2%
AMC vs IONS
-55.7%
+94.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -21.4% | +29.6% | +8.7% |
| 7D | +6.6% | -24.8% | +31.4% | +7.5% |
| 30D | +14.1% | -31.5% | +45.6% | +16.1% |
| 3M | +31.3% | -45.2% | +76.5% | +35.5% |
| 6M | +126.7% | -59.1% | +185.7% | +136.8% |
| YTD | +117.9% | -60.8% | +178.8% | +132.9% |
| All | +38.2% | -55.7% | +94.0% | +36.7% |
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