+837.0%
APO vs IONS
-36.2%
+873.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -0.6% |
| 7D | +3.5% | -29.6% | +33.1% | +9.8% |
| 30D | +4.4% | -35.6% | +39.9% | +12.6% |
| 3M | -12.1% | -51.7% | +39.6% | +0.3% |
| 6M | -7.2% | -64.0% | +56.7% | +10.9% |
| YTD | -15.1% | -65.5% | +50.4% | +2.0% |
| 1Y | -7.7% | -62.4% | +54.8% | +8.7% |
| 3Y | +49.6% | -41.1% | +90.7% | +51.3% |
| 5Y | +78.3% | -16.5% | +94.7% | +59.6% |
| All | +837.0% | -36.2% | +873.1% | +798.2% |
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