+1,641.0%
APO vs IONS
+249.1%
+1,391.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -21.4% | +26.0% | +7.9% |
| 7D | +2.3% | -24.8% | +27.1% | +6.2% |
| 30D | +3.0% | -31.5% | +34.5% | +8.4% |
| 3M | -3.7% | -45.2% | +41.5% | +4.6% |
| 6M | -7.5% | -59.1% | +51.6% | +4.2% |
| YTD | -14.5% | -60.8% | +46.3% | -3.4% |
| 1Y | -6.2% | -57.9% | +51.7% | +4.7% |
| 3Y | +51.9% | -34.5% | +86.4% | +52.9% |
| 5Y | +76.5% | -8.8% | +85.3% | +65.0% |
| 10Y | +895.2% | -19.2% | +914.5% | +822.6% |
| All | +1,641.0% | +249.1% | +1,391.9% | +1,010.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling