-46.5%
APLD vs IONS
-44.5%
-2.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.1% | -6.5% |
| 7D | -18.5% | -10.6% | -8.0% | -15.0% |
| 30D | -32.8% | -7.7% | -25.1% | -30.6% |
| 3M | -46.9% | -27.1% | -19.8% | -41.1% |
| 6M | -53.4% | -46.8% | -6.6% | -47.3% |
| YTD | -32.3% | -49.2% | +17.0% | -19.6% |
| 1Y | -46.5% | -44.9% | -1.6% | -40.0% |
| All | -46.5% | -44.5% | -2.0% | -40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling