+45.7%
APA vs IONS
-40.7%
+86.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.6% | +5.6% | +2.3% |
| 7D | +9.6% | -29.6% | +39.2% | +13.2% |
| 30D | -0.2% | -35.6% | +35.3% | +4.0% |
| 3M | +19.8% | -51.7% | +71.5% | +28.5% |
| 6M | +30.1% | -64.0% | +94.0% | +44.2% |
| YTD | +100.4% | -65.5% | +165.9% | +123.0% |
| 1Y | +105.2% | -62.4% | +167.6% | +125.1% |
| All | +45.7% | -40.7% | +86.3% | +32.2% |
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 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