+187.8%
APD vs IONS
-5.7%
+193.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.4% | +23.4% | +4.6% |
| 7D | -1.6% | -24.8% | +23.3% | +1.4% |
| 30D | +10.6% | -31.5% | +42.1% | +15.2% |
| 3M | +2.5% | -45.2% | +47.7% | +9.5% |
| 6M | +6.0% | -59.1% | +65.0% | +16.6% |
| YTD | +28.4% | -60.8% | +89.3% | +41.8% |
| 1Y | +22.2% | -57.9% | +80.0% | +33.5% |
| 3Y | +26.6% | -34.5% | +61.0% | +26.7% |
| 5Y | +11.8% | -8.8% | +20.6% | +3.9% |
| 10Y | +187.8% | -19.2% | +207.0% | +175.8% |
| All | +187.8% | -5.7% | +193.5% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling