+333.0%
APP vs IONS
+47.7%
+285.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +0.9% | -4.8% | +5.7% | +2.2% |
| 30D | -23.3% | +7.2% | -30.5% | -24.8% |
| 3M | -42.6% | -22.7% | -20.0% | -39.7% |
| 6M | -33.6% | -26.9% | -6.7% | -29.4% |
| YTD | -52.4% | -26.6% | -25.9% | -49.6% |
| 1Y | -35.9% | -2.1% | -33.8% | -38.3% |
| 3Y | +642.2% | +43.4% | +598.8% | +449.4% |
| All | +333.0% | +47.7% | +285.2% | +188.0% |
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 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