+431.3%
AME vs IONS
-27.6%
+458.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.1% | +1.3% |
| 7D | -4.1% | -30.3% | +26.1% | +0.1% |
| 30D | -4.1% | -37.7% | +33.6% | +1.7% |
| 3M | -5.6% | -50.5% | +44.9% | +3.1% |
| 6M | +2.8% | -62.8% | +65.6% | +16.1% |
| YTD | +16.6% | -64.4% | +81.0% | +32.3% |
| 1Y | +21.1% | -59.5% | +80.6% | +34.7% |
| 3Y | +61.1% | -39.2% | +100.3% | +63.6% |
| 5Y | +76.6% | -15.3% | +91.9% | +64.3% |
| 10Y | +431.3% | -31.2% | +462.5% | +421.4% |
| All | +431.3% | -27.6% | +458.9% | +421.4% |
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 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