+27.2%
APD vs IONS
-40.7%
+67.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.1% | +9.4% | +0.9% |
| 7D | -0.2% | -30.3% | +30.0% | +1.8% |
| 30D | +11.0% | -37.7% | +48.8% | +14.1% |
| 3M | +2.0% | -50.5% | +52.5% | +6.5% |
| 6M | +7.1% | -62.8% | +69.8% | +13.7% |
| YTD | +29.8% | -64.4% | +94.1% | +38.1% |
| 1Y | +24.0% | -59.5% | +83.5% | +30.5% |
| 3Y | +27.2% | -39.2% | +66.4% | +20.5% |
| All | +27.2% | -40.7% | +67.9% | +20.5% |
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