-71.3%
AMC vs IONS
-16.4%
-54.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.4% | +1.7% |
| 7D | +2.6% | -9.4% | +12.0% | +4.1% |
| 30D | +9.0% | -10.7% | +19.8% | +10.9% |
| 3M | +22.2% | -27.7% | +49.8% | +27.9% |
| 6M | +91.5% | -48.7% | +140.2% | +109.2% |
| YTD | +101.3% | -50.2% | +151.5% | +121.0% |
| 1Y | +20.8% | -46.8% | +67.6% | +31.0% |
| 3Y | -71.3% | -14.8% | -56.5% | -73.1% |
| All | -71.3% | -16.4% | -54.9% | -73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling