+3,552.3%
ASX vs IONS
+405.1%
+3,147.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.7% | -4.8% | +4.1% | 0.0% |
| 30D | +2.0% | +7.2% | -5.2% | +0.8% |
| 3M | -1.3% | -22.7% | +21.3% | +1.3% |
| 6M | +71.4% | -26.9% | +98.3% | +77.5% |
| YTD | +135.3% | -26.6% | +161.9% | +143.3% |
| 1Y | +267.5% | -2.1% | +269.6% | +262.7% |
| 3Y | +388.5% | +43.4% | +345.0% | +343.3% |
| 5Y | +417.1% | +47.0% | +370.1% | +359.7% |
| 10Y | +872.7% | +97.2% | +775.6% | +670.9% |
| All | +3,552.3% | +405.1% | +3,147.2% | +1,679.4% |
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