+325.3%
ASX vs IONS
-16.4%
+341.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +6.2% |
| 7D | -19.9% | -9.4% | -10.5% | -18.7% |
| 30D | -30.9% | -10.7% | -20.1% | -29.7% |
| 3M | -15.1% | -27.7% | +12.6% | -11.5% |
| 6M | -6.5% | -48.7% | +42.2% | +0.5% |
| YTD | +98.4% | -50.2% | +148.6% | +113.9% |
| 1Y | +107.9% | -46.8% | +154.7% | +121.0% |
| 3Y | +325.3% | -14.8% | +340.1% | +286.7% |
| All | +325.3% | -16.4% | +341.7% | +286.7% |
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