-98.1%
AMC vs IONS
+54.1%
-152.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.3% |
| 7D | +2.3% | -4.8% | +7.2% | +3.1% |
| 30D | -0.7% | +7.2% | -7.9% | -1.8% |
| 3M | +35.2% | -22.7% | +57.9% | +39.2% |
| 6M | +124.6% | -26.9% | +151.5% | +132.8% |
| YTD | +69.9% | -26.6% | +96.4% | +76.0% |
| 1Y | -2.6% | -2.1% | -0.5% | -3.6% |
| 3Y | -79.8% | +43.4% | -123.2% | -81.7% |
| 5Y | -99.4% | +47.0% | -146.4% | -99.5% |
| 10Y | -98.9% | +97.2% | -196.1% | -99.1% |
| All | -98.1% | +54.1% | -152.1% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling