+424.3%
AME vs IONS
+88.4%
+335.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | +2.8% | -5.3% | +8.1% | +3.5% |
| 30D | -6.3% | +0.3% | -6.5% | -6.4% |
| 3M | +5.4% | -22.9% | +28.3% | +8.4% |
| 6M | +7.4% | -23.4% | +30.8% | +10.5% |
| YTD | +16.2% | -28.3% | +44.5% | +20.5% |
| 1Y | +26.8% | -7.0% | +33.8% | +26.5% |
| 3Y | +57.5% | +37.6% | +19.9% | +43.2% |
| 5Y | +84.8% | +53.4% | +31.5% | +60.3% |
| 10Y | +424.3% | +83.9% | +340.4% | +335.3% |
| All | +424.3% | +88.4% | +335.9% | +335.3% |
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