+190.7%
APD vs IONS
-29.6%
+220.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | -1.2% | -29.4% | +28.3% | +2.5% |
| 30D | +11.0% | -35.1% | +46.2% | +16.3% |
| 3M | +2.6% | -48.9% | +51.4% | +10.4% |
| 6M | +4.8% | -62.4% | +67.2% | +16.5% |
| YTD | +31.0% | -64.2% | +95.2% | +46.1% |
| 1Y | +23.4% | -60.9% | +84.3% | +35.9% |
| 3Y | +28.4% | -38.9% | +67.2% | +29.4% |
| 5Y | +15.2% | -15.6% | +30.8% | +8.0% |
| 10Y | +190.7% | -33.5% | +224.1% | +182.8% |
| All | +190.7% | -29.6% | +220.3% | +182.8% |
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