+944.2%
APH vs IONS
-29.6%
+973.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | +0.4% | -29.4% | +29.8% | +5.1% |
| 30D | -8.0% | -35.1% | +27.1% | -2.4% |
| 3M | -5.0% | -48.9% | +43.9% | +4.5% |
| 6M | +29.9% | -62.4% | +92.3% | +48.5% |
| YTD | +18.0% | -64.2% | +82.2% | +35.7% |
| 1Y | +11.3% | -60.9% | +72.2% | +26.1% |
| 3Y | +274.9% | -38.9% | +313.8% | +280.8% |
| 5Y | +300.6% | -15.6% | +316.2% | +272.7% |
| 10Y | +944.2% | -33.5% | +977.7% | +901.5% |
| All | +944.2% | -29.6% | +973.8% | +901.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling