-26.4%
APP vs IONS
-60.0%
+33.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.4% | -2.5% | +3.9% |
| 7D | +4.6% | -26.3% | +30.9% | +3.8% |
| 30D | +56.0% | -31.9% | +88.0% | +55.8% |
| 3M | +30.8% | -48.0% | +78.8% | +31.6% |
| 6M | -9.8% | -62.6% | +52.8% | -9.3% |
| YTD | -39.3% | -63.3% | +24.0% | -38.7% |
| 1Y | -26.4% | -58.4% | +31.9% | -21.7% |
| All | -26.4% | -60.0% | +33.5% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling