-52.2%
APTV vs IONS
-60.0%
+7.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.4% |
| 7D | -1.7% | -26.3% | +24.5% | -0.8% |
| 30D | -11.6% | -31.9% | +20.4% | -10.4% |
| 3M | -21.2% | -48.0% | +26.8% | -19.4% |
| 6M | -28.5% | -62.6% | +34.0% | -27.6% |
| YTD | -49.1% | -63.3% | +14.2% | -49.0% |
| 1Y | -52.2% | -58.4% | +6.2% | -54.6% |
| All | -52.2% | -60.0% | +7.8% | -54.6% |
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