+1,046.6%
AXON vs IONS
-32.1%
+1,078.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.4% | -3.7% | +1.3% |
| 7D | +0.8% | -26.3% | +27.1% | +7.2% |
| 30D | -22.8% | -31.9% | +9.2% | -16.5% |
| 3M | -48.8% | -48.0% | -0.8% | -41.3% |
| 6M | -16.3% | -62.6% | +46.3% | +2.2% |
| YTD | -44.5% | -63.3% | +18.8% | -32.3% |
| 1Y | -43.4% | -58.4% | +15.0% | -33.1% |
| 3Y | +44.3% | -38.2% | +82.5% | +46.8% |
| 5Y | +85.1% | -11.1% | +96.2% | +64.6% |
| All | +1,046.6% | -32.1% | +1,078.7% | +976.3% |
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