-91.3%
AMIX vs IONS
-46.2%
-45.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.2% | -4.2% |
| 7D | -25.5% | -12.6% | -12.9% | -21.1% |
| 30D | -56.2% | -11.8% | -44.4% | -53.8% |
| 3M | -87.4% | -28.4% | -59.0% | -85.6% |
| 6M | -80.9% | -48.4% | -32.5% | -77.8% |
| YTD | -86.8% | -51.0% | -35.9% | -84.9% |
| 1Y | -91.3% | -48.0% | -43.3% | -90.7% |
| All | -91.3% | -46.2% | -45.1% | -90.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling