+262.1%
APH vs IONS
-16.4%
+278.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.9% |
| 7D | -5.9% | -9.4% | +3.5% | -4.8% |
| 30D | -14.8% | -10.7% | -4.1% | -13.6% |
| 3M | -12.4% | -27.7% | +15.2% | -9.1% |
| 6M | +8.1% | -48.7% | +56.8% | +15.6% |
| YTD | +10.9% | -50.2% | +61.1% | +19.0% |
| 1Y | +8.8% | -46.8% | +55.6% | +15.5% |
| 3Y | +262.1% | -14.8% | +276.9% | +239.5% |
| All | +262.1% | -16.4% | +278.5% | +239.5% |
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 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