-99.9%
AMIX vs IONS
-23.4%
-76.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | -16.0% | -9.4% | -6.6% | -14.4% |
| 30D | -55.4% | -10.7% | -44.7% | -54.5% |
| 3M | -87.5% | -27.7% | -59.9% | -86.8% |
| 6M | -81.2% | -48.7% | -32.5% | -79.6% |
| YTD | -86.8% | -50.2% | -36.7% | -85.7% |
| 1Y | -91.6% | -46.8% | -44.8% | -90.9% |
| All | -99.9% | -23.4% | -76.5% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling