+132,206.3%
APH vs IONS
+197.9%
+132,008.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +5.0% | -4.8% | +9.8% | +5.5% |
| 30D | -3.9% | +7.2% | -11.1% | -4.8% |
| 3M | +13.0% | -22.7% | +35.7% | +15.6% |
| 6M | +25.2% | -26.9% | +52.0% | +28.9% |
| YTD | +22.9% | -26.6% | +49.5% | +26.5% |
| 1Y | +47.8% | -2.1% | +50.0% | +46.6% |
| 3Y | +283.0% | +43.4% | +239.6% | +254.4% |
| 5Y | +349.7% | +47.0% | +302.7% | +307.3% |
| 10Y | +1,061.2% | +97.2% | +964.0% | +868.7% |
| All | +132,206.3% | +197.9% | +132,008.4% | +78,924.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling