+504.7%
ASX vs IONS
-16.3%
+521.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.1% | +12.3% | +4.7% |
| 7D | -9.1% | -30.3% | +21.1% | -4.3% |
| 30D | -23.6% | -37.7% | +14.2% | -17.9% |
| 3M | -5.6% | -50.5% | +44.9% | +5.3% |
| 6M | +4.7% | -62.8% | +67.5% | +20.9% |
| YTD | +122.6% | -64.4% | +187.0% | +158.8% |
| 1Y | +133.0% | -59.5% | +192.5% | +163.0% |
| 3Y | +367.1% | -39.2% | +406.3% | +360.1% |
| 5Y | +504.7% | -15.3% | +520.1% | +418.7% |
| All | +504.7% | -16.3% | +521.1% | +418.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling