+269.3%
APLD vs IONS
-28.4%
+297.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +7.2% |
| 7D | +7.8% | -29.4% | +37.3% | +21.9% |
| 30D | -23.0% | -35.1% | +12.2% | -9.4% |
| 3M | -39.7% | -48.9% | +9.2% | -22.0% |
| 6M | -59.8% | -62.4% | +2.6% | -42.6% |
| YTD | -27.0% | -64.2% | +37.2% | +7.2% |
| 1Y | -37.3% | -60.9% | +23.6% | -11.3% |
| 3Y | +281.9% | -38.9% | +320.8% | +315.1% |
| All | +269.3% | -28.4% | +297.7% | +226.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling