+1,431.6%
AMT vs IONS
+189.3%
+1,242.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -2.9% |
| 7D | +0.5% | -9.4% | +10.0% | +1.8% |
| 30D | +13.6% | -10.7% | +24.3% | +15.2% |
| 3M | +11.5% | -27.7% | +39.1% | +15.9% |
| 6M | +6.9% | -48.7% | +55.6% | +15.6% |
| YTD | +10.8% | -50.2% | +61.0% | +20.0% |
| 1Y | +10.3% | -46.8% | +57.1% | +18.3% |
| 3Y | +12.4% | -14.8% | +27.3% | +10.0% |
| 5Y | -20.1% | +17.0% | -37.1% | -26.6% |
| 10Y | +116.8% | +45.3% | +71.5% | +80.1% |
| All | +1,431.6% | +189.3% | +1,242.3% | +618.1% |
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