+145.9%
AMKR vs IONS
+36.3%
+109.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.5% | +1.5% |
| 7D | +8.9% | -8.7% | +17.5% | +10.6% |
| 30D | -2.7% | -1.6% | -1.1% | -2.6% |
| 3M | -27.5% | -24.9% | -2.6% | -25.5% |
| 6M | +19.4% | -25.7% | +45.1% | +22.9% |
| YTD | +30.7% | -29.2% | +59.9% | +36.3% |
| 1Y | +107.9% | -13.0% | +120.9% | +106.0% |
| All | +145.9% | +36.3% | +109.7% | +105.3% |
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