+193.5%
APTV vs IONS
+741.9%
-548.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.1% | +3.1% |
| 7D | +4.8% | -4.8% | +9.7% | +5.6% |
| 30D | +2.0% | +7.2% | -5.2% | +0.8% |
| 3M | -34.2% | -22.7% | -11.6% | -32.3% |
| 6M | -34.7% | -26.9% | -7.8% | -32.2% |
| YTD | -37.0% | -26.6% | -10.4% | -34.7% |
| 1Y | -40.4% | -2.1% | -38.3% | -41.2% |
| 3Y | -54.1% | +43.4% | -97.5% | -58.6% |
| 5Y | -68.0% | +47.0% | -115.0% | -71.8% |
| 10Y | -15.5% | +97.2% | -112.7% | -29.7% |
| All | +193.5% | +741.9% | -548.4% | +71.5% |
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