+16.4%
APH vs IONS
-44.5%
+60.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.7% | -5.5% | -6.1% |
| 7D | -2.4% | -10.6% | +8.2% | -1.4% |
| 30D | -9.5% | -7.7% | -1.8% | -8.8% |
| 3M | -7.6% | -27.1% | +19.5% | -5.8% |
| 6M | +12.4% | -46.8% | +59.2% | +13.3% |
| YTD | +17.5% | -49.2% | +66.8% | +18.8% |
| 1Y | +16.4% | -44.9% | +61.3% | +16.0% |
| All | +16.4% | -44.5% | +60.9% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling