+107.9%
ASX vs IONS
-47.1%
+155.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +6.3% |
| 7D | -19.9% | -9.4% | -10.5% | -19.6% |
| 30D | -30.9% | -10.7% | -20.1% | -30.6% |
| 3M | -15.1% | -27.7% | +12.6% | -15.1% |
| 6M | -6.5% | -48.7% | +42.2% | -11.1% |
| YTD | +98.4% | -50.2% | +148.6% | +87.9% |
| 1Y | +107.9% | -46.8% | +154.7% | +96.0% |
| All | +107.9% | -47.1% | +155.0% | +96.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling