+268.0%
APH vs IONS
+13.2%
+254.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -6.0% | -8.9% |
| 7D | -12.7% | -12.6% | -0.1% | -11.1% |
| 30D | -19.2% | -11.8% | -7.3% | -17.8% |
| 3M | -16.7% | -28.4% | +11.7% | -13.1% |
| 6M | +5.1% | -48.4% | +53.6% | +13.4% |
| YTD | +6.6% | -51.0% | +57.5% | +15.6% |
| 1Y | +3.9% | -48.0% | +51.9% | +11.6% |
| 3Y | +246.0% | -17.8% | +263.8% | +235.2% |
| 5Y | +268.0% | +15.2% | +252.8% | +236.4% |
| All | +268.0% | +13.2% | +254.8% | +236.4% |
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