+4,308.2%
APD vs IONS
+440.4%
+3,867.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -2.2% | -4.8% | +2.6% | -1.8% |
| 30D | +2.1% | +7.2% | -5.1% | +1.5% |
| 3M | +7.2% | -22.7% | +29.9% | +9.0% |
| 6M | +11.2% | -26.9% | +38.1% | +13.6% |
| YTD | +24.4% | -26.6% | +51.0% | +26.9% |
| 1Y | +6.7% | -2.1% | +8.8% | +6.0% |
| 3Y | +9.2% | +43.4% | -34.2% | +3.4% |
| 5Y | +27.4% | +47.0% | -19.6% | +18.7% |
| 10Y | +164.8% | +97.2% | +67.6% | +133.6% |
| All | +4,308.2% | +440.4% | +3,867.9% | +2,871.9% |
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