-19.1%
APTV vs IONS
+84.6%
-103.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.4% |
| 7D | -1.2% | -8.7% | +7.5% | +0.6% |
| 30D | -10.6% | -1.6% | -9.0% | -10.5% |
| 3M | -35.0% | -24.9% | -10.1% | -32.2% |
| 6M | -38.9% | -25.7% | -13.2% | -36.2% |
| YTD | -41.5% | -29.2% | -12.3% | -38.4% |
| 1Y | -45.8% | -13.0% | -32.8% | -45.5% |
| 3Y | -55.7% | +35.9% | -91.6% | -61.1% |
| 5Y | -70.1% | +54.5% | -124.6% | -75.2% |
| 10Y | -19.1% | +93.1% | -112.2% | -29.8% |
| All | -19.1% | +84.6% | -103.7% | -29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling