+78.5%
AME vs IONS
-11.8%
+90.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | -0.1% |
| 7D | +5.9% | -26.3% | +32.2% | +8.1% |
| 30D | -1.9% | -31.9% | +30.0% | +0.8% |
| 3M | -5.4% | -48.0% | +42.6% | -0.5% |
| 6M | +4.9% | -62.6% | +67.5% | +13.0% |
| YTD | +18.5% | -63.3% | +81.7% | +27.7% |
| 1Y | +25.5% | -58.4% | +83.9% | +33.7% |
| 3Y | +63.0% | -38.2% | +101.2% | +63.4% |
| All | +78.5% | -11.8% | +90.4% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling