+11.2%
APD vs IONS
+43.7%
-32.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -2.2% | -4.8% | +2.6% | -1.9% |
| 30D | +2.1% | +7.2% | -5.1% | +1.6% |
| 3M | +7.2% | -22.7% | +29.9% | +8.6% |
| 6M | +11.2% | -26.9% | +38.1% | +13.1% |
| YTD | +24.4% | -26.6% | +51.0% | +26.3% |
| 1Y | +6.7% | -2.1% | +8.8% | +5.7% |
| All | +11.2% | +43.7% | -32.5% | +3.0% |
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