+122.9%
APH vs IONS
+47.7%
+75.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.8% | -44.0% | -47.2% |
| 7D | -48.7% | -7.0% | -41.8% | -47.9% |
| 30D | -51.9% | +7.2% | -59.1% | -52.1% |
| 3M | -43.6% | -22.7% | -20.9% | -41.9% |
| 6M | -37.5% | -26.9% | -10.6% | -35.2% |
| YTD | -38.6% | -26.6% | -12.1% | -36.5% |
| 1Y | -26.3% | -2.1% | -24.2% | -26.9% |
| 3Y | +89.2% | +43.4% | +45.8% | +70.8% |
| All | +122.9% | +47.7% | +75.1% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling