+68.2%
AMKR vs IONS
-38.5%
+106.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.5% | +10.0% | +10.4% |
| 7D | +6.8% | -29.4% | +36.3% | +12.6% |
| 30D | -20.8% | -35.1% | +14.3% | -15.2% |
| 3M | -29.7% | -48.9% | +19.2% | -21.5% |
| 6M | -50.2% | -62.4% | +12.2% | -42.5% |
| YTD | -3.0% | -64.2% | +61.2% | +13.4% |
| 1Y | +12.0% | -60.9% | +72.9% | +28.1% |
| All | +68.2% | -38.5% | +106.6% | +57.6% |
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 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