+67.0%
APO vs IONS
+17.1%
+49.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.7% |
| 7D | +0.8% | -9.4% | +10.2% | +2.3% |
| 30D | +1.0% | -10.7% | +11.8% | +2.7% |
| 3M | -8.4% | -27.7% | +19.3% | -4.1% |
| 6M | -9.1% | -48.7% | +39.6% | -0.5% |
| YTD | -18.3% | -50.2% | +31.8% | -10.5% |
| 1Y | -8.0% | -46.8% | +38.8% | -0.5% |
| 3Y | +47.1% | -14.8% | +61.9% | +37.0% |
| All | +67.0% | +17.1% | +49.8% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling