-99.9%
AMIX vs IONS
-45.2%
-54.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -9.1% | +17.9% | +9.9% |
| 7D | +11.4% | -30.3% | +41.7% | +15.9% |
| 30D | -40.5% | -37.7% | -2.8% | -36.8% |
| 3M | -80.1% | -50.5% | -29.6% | -78.0% |
| 6M | -74.8% | -62.8% | -12.1% | -71.7% |
| YTD | -84.0% | -64.4% | -19.6% | -82.0% |
| 1Y | -89.7% | -59.5% | -30.2% | -88.6% |
| All | -99.9% | -45.2% | -54.7% | -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 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