-54.5%
APTV vs IONS
+39.5%
-94.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.4% | -2.3% | -4.3% |
| 7D | +2.0% | -5.3% | +7.3% | +2.7% |
| 30D | -7.7% | +0.3% | -8.0% | -7.8% |
| 3M | -34.0% | -22.9% | -11.1% | -32.5% |
| 6M | -37.1% | -23.4% | -13.7% | -35.7% |
| YTD | -39.9% | -28.3% | -11.6% | -37.9% |
| 1Y | -44.4% | -7.0% | -37.4% | -45.3% |
| 3Y | -54.5% | +37.6% | -92.1% | -58.1% |
| All | -54.5% | +39.5% | -94.0% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling