+261.6%
APP vs IONS
+13.2%
+248.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.4% | +34.4% | +31.9% |
| 7D | +39.7% | -12.6% | +52.3% | +44.3% |
| 30D | +27.7% | -11.8% | +39.6% | +31.6% |
| 3M | -14.8% | -28.4% | +13.6% | -7.7% |
| 6M | -25.5% | -48.4% | +22.9% | -13.7% |
| YTD | -47.2% | -51.0% | +3.8% | -38.2% |
| 1Y | -42.3% | -48.0% | +5.8% | -33.9% |
| 3Y | +806.8% | -17.8% | +824.6% | +727.9% |
| 5Y | +261.6% | +15.2% | +246.5% | +144.3% |
| All | +261.6% | +13.2% | +248.5% | +144.3% |
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