+18.6%
AMCR vs IONS
-32.1%
+50.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.7% |
| 7D | -2.4% | -26.3% | +23.9% | +0.6% |
| 30D | +3.6% | -31.9% | +35.5% | +7.7% |
| 3M | -4.2% | -48.0% | +43.8% | +2.7% |
| 6M | +15.5% | -62.6% | +78.1% | +27.8% |
| YTD | +9.7% | -63.3% | +73.0% | +21.6% |
| 1Y | +8.3% | -58.4% | +66.7% | +18.2% |
| 3Y | +15.4% | -38.2% | +53.6% | +17.2% |
| 5Y | -9.1% | -11.1% | +2.0% | -13.7% |
| All | +18.6% | -32.1% | +50.7% | +15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling