+285.2%
APH vs IONS
-11.8%
+297.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.4% | -8.2% | -2.5% |
| 7D | +4.9% | -26.3% | +31.2% | +8.0% |
| 30D | -5.4% | -31.9% | +26.6% | -1.5% |
| 3M | -5.5% | -48.0% | +42.5% | +1.8% |
| 6M | +25.9% | -62.6% | +88.5% | +40.2% |
| YTD | +16.4% | -63.3% | +79.6% | +29.7% |
| 1Y | +16.5% | -58.4% | +74.9% | +27.5% |
| 3Y | +270.9% | -38.2% | +309.1% | +268.9% |
| All | +285.2% | -11.8% | +297.0% | +254.2% |
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