+292.6%
APP vs IONS
+17.1%
+275.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.6% | +8.3% | +9.5% |
| 7D | +71.2% | -9.4% | +80.6% | +75.2% |
| 30D | +39.1% | -10.7% | +49.8% | +42.9% |
| 3M | +16.5% | -27.7% | +44.2% | +26.0% |
| 6M | -16.6% | -48.7% | +32.2% | -3.1% |
| YTD | -41.9% | -50.2% | +8.2% | -32.4% |
| 1Y | -37.0% | -46.8% | +9.8% | -28.4% |
| 3Y | +892.4% | -14.8% | +907.3% | +792.0% |
| All | +292.6% | +17.1% | +275.5% | +171.5% |
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