-37.3%
APLD vs IONS
-59.1%
+21.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +7.2% |
| 7D | +7.8% | -29.4% | +37.3% | +17.3% |
| 30D | -23.0% | -35.1% | +12.2% | -13.1% |
| 3M | -39.7% | -48.9% | +9.2% | -26.4% |
| 6M | -59.8% | -62.4% | +2.6% | -50.5% |
| YTD | -27.0% | -64.2% | +37.2% | -5.2% |
| 1Y | -37.3% | -60.9% | +23.6% | -25.6% |
| All | -37.3% | -59.1% | +21.8% | -25.6% |
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