+8.1%
APA vs IONS
+46.3%
-38.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +0.5% | -4.8% | +5.4% | +1.1% |
| 30D | +23.4% | +7.2% | +16.2% | +22.2% |
| 3M | +12.7% | -22.7% | +35.4% | +16.0% |
| 6M | +39.4% | -26.9% | +66.3% | +44.2% |
| YTD | +79.0% | -26.6% | +105.5% | +84.9% |
| 1Y | +88.8% | -2.1% | +91.0% | +85.3% |
| All | +8.1% | +46.3% | -38.3% | -11.1% |
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 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