+77.7%
AXON vs IONS
-16.3%
+94.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.1% | +8.9% | +1.4% |
| 7D | -27.4% | -30.3% | +2.9% | -22.9% |
| 30D | -28.5% | -37.7% | +9.3% | -22.5% |
| 3M | -49.3% | -50.5% | +1.2% | -42.9% |
| 6M | -25.0% | -62.8% | +37.7% | -11.8% |
| YTD | -46.7% | -64.4% | +17.6% | -37.2% |
| 1Y | -48.3% | -59.5% | +11.2% | -40.6% |
| 3Y | +38.8% | -39.2% | +78.0% | +39.0% |
| 5Y | +77.7% | -15.3% | +93.0% | +48.2% |
| All | +77.7% | -16.3% | +94.0% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling