+286.9%
AMKR vs IONS
+304.1%
-17.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | 0.0% | -4.8% | +4.8% | +1.1% |
| 30D | -11.1% | +7.2% | -18.3% | -12.8% |
| 3M | -35.2% | -22.7% | -12.5% | -32.4% |
| 6M | +4.9% | -26.9% | +31.8% | +10.7% |
| YTD | +21.6% | -26.6% | +48.2% | +28.2% |
| 1Y | +98.0% | -2.1% | +100.2% | +94.3% |
| 3Y | +77.8% | +43.4% | +34.4% | +52.6% |
| 5Y | +79.9% | +47.0% | +32.9% | +49.1% |
| 10Y | +456.9% | +97.2% | +359.7% | +296.0% |
| All | +286.9% | +304.1% | -17.2% | +17.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling