+956.4%
APA vs IONS
+266.7%
+689.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.5% |
| 7D | -15.5% | -9.4% | -6.1% | -14.7% |
| 30D | +2.4% | -10.7% | +13.1% | +3.5% |
| 3M | +22.8% | -27.7% | +50.4% | +26.4% |
| 6M | +17.9% | -48.7% | +66.6% | +25.0% |
| YTD | +87.7% | -50.2% | +137.9% | +99.0% |
| 1Y | +94.2% | -46.8% | +141.0% | +104.5% |
| 3Y | +27.2% | -14.8% | +42.1% | +25.8% |
| 5Y | +74.1% | +17.0% | +57.1% | +65.0% |
| 10Y | +2.6% | +45.3% | -42.7% | -5.8% |
| All | +956.4% | +266.7% | +689.7% | +609.2% |
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 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