+2,793.8%
ASX vs IONS
+237.4%
+2,556.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.4% | -17.4% | -20.3% |
| 7D | -33.3% | -12.6% | -20.7% | -31.8% |
| 30D | -36.5% | -11.8% | -24.7% | -35.2% |
| 3M | -19.2% | -28.4% | +9.2% | -15.2% |
| 6M | -10.2% | -48.4% | +38.2% | -2.1% |
| YTD | +86.5% | -51.0% | +137.4% | +104.7% |
| 1Y | +89.6% | -48.0% | +137.7% | +106.1% |
| 3Y | +298.6% | -17.8% | +316.4% | +294.4% |
| 5Y | +414.3% | +15.2% | +399.1% | +375.2% |
| 10Y | +711.1% | +43.0% | +668.1% | +576.2% |
| All | +2,793.8% | +237.4% | +2,556.4% | +1,397.0% |
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 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