+1,804.4%
APO vs IONS
+554.2%
+1,250.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.0% | -4.8% | +3.8% | -0.3% |
| 30D | +3.5% | +7.2% | -3.7% | +2.2% |
| 3M | +4.5% | -22.7% | +27.2% | +7.7% |
| 6M | +22.8% | -26.9% | +49.7% | +27.4% |
| YTD | -6.5% | -26.6% | +20.1% | -3.2% |
| 1Y | +0.8% | -2.1% | +3.0% | -0.7% |
| 3Y | +62.0% | +43.4% | +18.5% | +44.9% |
| 5Y | +138.2% | +47.0% | +91.3% | +108.3% |
| 10Y | +940.3% | +97.2% | +843.1% | +751.6% |
| All | +1,804.4% | +554.2% | +1,250.2% | +1,011.6% |
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