+16.5%
AMCR vs IONS
+92.6%
-76.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -5.0% | -4.3% | -0.7% | -4.5% |
| 30D | -8.0% | +0.4% | -8.4% | -8.1% |
| 3M | +14.3% | -24.1% | +38.4% | +17.0% |
| 6M | +5.3% | -26.4% | +31.8% | +8.2% |
| YTD | +7.7% | -29.7% | +37.4% | +11.2% |
| 1Y | +10.8% | -13.0% | +23.9% | +11.6% |
| 3Y | +9.6% | +35.0% | -25.5% | +2.5% |
| 5Y | -10.2% | +54.2% | -64.4% | -18.7% |
| All | +16.5% | +92.6% | -76.2% | +7.7% |
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 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