-76.9%
APTV vs IONS
-11.1%
-65.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -21.4% | +22.6% | +5.0% |
| 7D | -9.8% | -24.8% | +15.1% | -5.6% |
| 30D | -8.9% | -31.5% | +22.7% | -3.1% |
| 3M | -19.5% | -45.2% | +25.7% | -11.0% |
| 6M | -31.1% | -59.1% | +27.9% | -20.8% |
| YTD | -47.5% | -60.8% | +13.3% | -39.2% |
| 1Y | -52.3% | -57.9% | +5.6% | -45.7% |
| 3Y | -45.2% | -34.5% | -10.7% | -45.7% |
| 5Y | -76.9% | -8.8% | -68.0% | -79.3% |
| All | -76.9% | -11.1% | -65.7% | -79.3% |
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