-46.7%
AXON vs IONS
-47.1%
+0.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.6% | -19.8% | -18.3% |
| 7D | -26.8% | -9.4% | -17.4% | -26.0% |
| 30D | -22.9% | -10.7% | -12.2% | -22.0% |
| 3M | -40.1% | -27.7% | -12.4% | -38.2% |
| 6M | -18.9% | -48.7% | +29.8% | -13.9% |
| YTD | -44.9% | -50.2% | +5.3% | -43.7% |
| 1Y | -46.7% | -46.8% | +0.1% | -46.2% |
| All | -46.7% | -47.1% | +0.5% | -46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling