-99.2%
AMC vs IONS
-11.8%
-87.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.4% | -9.1% | -4.3% |
| 7D | +3.5% | -26.3% | +29.8% | +10.3% |
| 30D | +12.5% | -31.9% | +44.4% | +22.6% |
| 3M | +23.6% | -48.0% | +71.6% | +45.0% |
| 6M | +144.4% | -62.6% | +206.9% | +209.4% |
| YTD | +108.3% | -63.3% | +171.6% | +164.7% |
| 1Y | +38.9% | -58.4% | +97.3% | +69.1% |
| 3Y | -58.9% | -38.2% | -20.6% | -58.9% |
| All | -99.2% | -11.8% | -87.4% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling