+144.3%
APTV vs IONS
+349.3%
-205.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -21.4% | +22.6% | +4.5% |
| 7D | -9.8% | -24.8% | +15.1% | -6.1% |
| 30D | -8.9% | -31.5% | +22.7% | -3.9% |
| 3M | -19.5% | -45.2% | +25.7% | -12.3% |
| 6M | -31.1% | -59.1% | +27.9% | -22.3% |
| YTD | -47.5% | -60.8% | +13.3% | -40.5% |
| 1Y | -52.3% | -57.9% | +5.6% | -46.6% |
| 3Y | -45.2% | -34.5% | -10.7% | -44.3% |
| 5Y | -76.9% | -8.8% | -68.0% | -78.1% |
| 10Y | -25.1% | -19.2% | -5.9% | -29.4% |
| All | +144.3% | +349.3% | -205.0% | +56.3% |
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 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