-35.7%
AUR vs IONS
+49.3%
-85.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.5% |
| 7D | +1.4% | -6.7% | +8.1% | +3.9% |
| 30D | -6.4% | -4.1% | -2.3% | -5.6% |
| 3M | +7.7% | -26.6% | +34.3% | +16.4% |
| 6M | +44.5% | -27.5% | +72.0% | +57.1% |
| YTD | +67.4% | -31.5% | +98.9% | +86.4% |
| 1Y | +15.4% | -15.3% | +30.8% | +17.7% |
| 3Y | +94.8% | +31.3% | +63.6% | +53.9% |
| 5Y | -35.1% | +50.2% | -85.3% | -55.8% |
| All | -35.7% | +49.3% | -85.0% | -56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling