-35.8%
APLD vs IONS
-61.6%
+25.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.8% | -4.4% |
| 7D | +19.6% | -29.6% | +49.2% | +29.4% |
| 30D | -24.5% | -35.6% | +11.1% | -14.8% |
| 3M | -45.6% | -51.7% | +6.1% | -32.3% |
| 6M | -61.4% | -64.0% | +2.6% | -51.5% |
| YTD | -30.9% | -65.5% | +34.6% | -9.1% |
| 1Y | -35.8% | -62.4% | +26.6% | -22.3% |
| All | -35.8% | -61.6% | +25.8% | -22.3% |
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