+371.4%
ASX vs IONS
-34.1%
+405.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -21.4% | +30.0% | +11.1% |
| 7D | -12.3% | -24.8% | +12.6% | -9.6% |
| 30D | -26.0% | -31.5% | +5.5% | -22.7% |
| 3M | -8.1% | -45.2% | +37.1% | -1.4% |
| 6M | +1.4% | -59.1% | +60.4% | +11.2% |
| YTD | +115.6% | -60.8% | +176.4% | +137.9% |
| 1Y | +128.0% | -57.9% | +185.9% | +147.7% |
| 3Y | +371.4% | -34.5% | +405.9% | +340.7% |
| All | +371.4% | -34.1% | +405.5% | +340.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling