+932.4%
APO vs IONS
+93.9%
+838.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -1.0% | -8.7% | +7.7% | +0.7% |
| 30D | -0.4% | -1.6% | +1.2% | -0.2% |
| 3M | -0.9% | -24.9% | +24.0% | +3.4% |
| 6M | +22.1% | -25.7% | +47.8% | +27.5% |
| YTD | -8.4% | -29.2% | +20.8% | -3.7% |
| 1Y | -0.9% | -13.0% | +12.1% | -0.7% |
| 3Y | +56.1% | +35.9% | +20.2% | +35.3% |
| 5Y | +136.0% | +54.5% | +81.5% | +92.8% |
| All | +932.4% | +93.9% | +838.5% | +771.8% |
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 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