+141.2%
APTV vs IONS
+310.6%
-169.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -8.9% | -29.4% | +20.5% | -4.4% |
| 30D | -9.5% | -35.1% | +25.6% | -3.8% |
| 3M | -20.6% | -48.9% | +28.3% | -12.6% |
| 6M | -28.9% | -62.4% | +33.5% | -18.8% |
| YTD | -48.2% | -64.2% | +16.0% | -40.5% |
| 1Y | -51.7% | -60.9% | +9.2% | -45.3% |
| 3Y | -48.1% | -38.9% | -9.2% | -46.8% |
| 5Y | -76.7% | -15.6% | -61.1% | -77.6% |
| 10Y | -25.6% | -33.5% | +7.8% | -28.2% |
| All | +141.2% | +310.6% | -169.4% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling