+1,016.4%
AXON vs IONS
-36.2%
+1,052.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.6% | +1.0% | -1.8% |
| 7D | -19.7% | -29.6% | +9.9% | -13.8% |
| 30D | -25.7% | -35.6% | +9.9% | -18.6% |
| 3M | -48.8% | -51.7% | +2.9% | -40.4% |
| 6M | -22.0% | -64.0% | +42.0% | -3.9% |
| YTD | -45.9% | -65.5% | +19.6% | -33.2% |
| 1Y | -46.1% | -62.4% | +16.3% | -34.7% |
| 3Y | +40.9% | -41.1% | +82.0% | +44.8% |
| 5Y | +80.2% | -16.5% | +96.7% | +62.6% |
| All | +1,016.4% | -36.2% | +1,052.5% | +962.8% |
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