+908.2%
APO vs IONS
+92.6%
+815.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.2% |
| 7D | -4.9% | -4.3% | -0.6% | -4.1% |
| 30D | -8.4% | +0.4% | -8.8% | -8.7% |
| 3M | -2.1% | -24.1% | +22.0% | +1.9% |
| 6M | +19.2% | -26.4% | +45.7% | +24.7% |
| YTD | -10.5% | -29.7% | +19.1% | -5.9% |
| 1Y | -2.7% | -13.0% | +10.3% | -2.5% |
| 3Y | +52.5% | +35.0% | +17.4% | +32.3% |
| 5Y | +132.1% | +54.2% | +77.9% | +89.6% |
| All | +908.2% | +92.6% | +815.6% | +752.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling