+1,852.6%
AXON vs IONS
+96.6%
+1,756.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | -14.2% | -4.8% | -9.3% | -13.3% |
| 30D | -15.4% | +7.2% | -22.6% | -16.9% |
| 3M | +0.5% | -22.7% | +23.2% | +5.3% |
| 6M | -9.5% | -26.9% | +17.4% | -4.2% |
| YTD | -9.2% | -26.6% | +17.4% | -4.4% |
| 1Y | -29.4% | -2.1% | -27.3% | -30.9% |
| 3Y | +139.4% | +43.4% | +96.0% | +101.0% |
| 5Y | +178.9% | +47.0% | +131.9% | +125.0% |
| All | +1,852.6% | +96.6% | +1,756.0% | +1,263.8% |
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