+61.2%
AMP vs IONS
-36.9%
+98.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | +0.8% |
| 7D | +3.9% | -26.3% | +30.2% | +5.2% |
| 30D | +5.1% | -31.9% | +37.1% | +6.9% |
| 3M | -8.7% | -48.0% | +39.3% | -5.5% |
| 6M | +11.4% | -62.6% | +74.0% | +17.3% |
| YTD | +7.3% | -63.3% | +70.6% | +13.1% |
| 1Y | +14.6% | -58.4% | +72.9% | +19.4% |
| 3Y | +61.2% | -38.2% | +99.5% | +53.0% |
| All | +61.2% | -36.9% | +98.1% | +53.0% |
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