+501.5%
AMKR vs IONS
+92.6%
+408.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.4% |
| 7D | +5.5% | -4.3% | +9.8% | +6.7% |
| 30D | -8.6% | +0.4% | -9.0% | -9.0% |
| 3M | -28.7% | -24.1% | -4.6% | -25.3% |
| 6M | +13.3% | -26.4% | +39.7% | +19.5% |
| YTD | +26.1% | -29.7% | +55.7% | +34.8% |
| 1Y | +101.2% | -13.0% | +114.2% | +102.3% |
| 3Y | +127.7% | +35.0% | +92.7% | +91.3% |
| 5Y | +90.9% | +54.2% | +36.7% | +47.7% |
| All | +501.5% | +92.6% | +408.8% | +338.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling