+90.6%
APA vs IONS
-59.8%
+150.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.1% | +10.3% | +1.4% |
| 7D | -5.5% | -30.3% | +24.7% | -5.2% |
| 30D | -1.2% | -37.7% | +36.6% | -0.8% |
| 3M | +10.6% | -50.5% | +61.0% | +11.1% |
| 6M | +28.4% | -62.8% | +91.2% | +33.6% |
| YTD | +89.7% | -64.4% | +154.1% | +99.1% |
| 1Y | +90.6% | -59.5% | +150.1% | +98.2% |
| All | +90.6% | -59.8% | +150.4% | +98.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling