-64.9%
APLD vs IONS
-47.9%
-17.0%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.6% | +8.1% | +9.5% |
| 7D | -12.7% | -9.4% | -3.3% | -11.3% |
| 30D | -34.7% | -10.7% | -24.0% | -33.6% |
| 3M | -46.1% | -27.7% | -18.5% | -44.7% |
| 6M | -64.9% | -48.7% | -16.1% | -66.8% |
| All | -64.9% | -47.9% | -17.0% | -66.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling