+18,513.8%
AME vs IONS
+266.7%
+18,247.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +2.4% |
| 7D | -5.2% | -9.4% | +4.3% | -4.3% |
| 30D | -8.0% | -10.7% | +2.7% | -7.1% |
| 3M | -8.9% | -27.7% | +18.8% | -6.5% |
| 6M | -5.0% | -48.7% | +43.7% | +0.1% |
| YTD | +11.9% | -50.2% | +62.1% | +18.1% |
| 1Y | +16.6% | -46.8% | +63.4% | +22.3% |
| 3Y | +62.5% | -14.8% | +77.3% | +60.9% |
| 5Y | +67.6% | +17.0% | +50.6% | +59.2% |
| 10Y | +450.4% | +45.3% | +405.1% | +399.7% |
| All | +18,513.8% | +266.7% | +18,247.1% | +13,024.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling