+0.5%
AXON vs IONS
-48.8%
+49.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.4% | -6.4% | -9.2% |
| 7D | -12.7% | -12.6% | -0.1% | -10.7% |
| 30D | -8.6% | -11.8% | +3.2% | -6.7% |
| 3M | -37.2% | -28.4% | -8.8% | -33.9% |
| 6M | +0.5% | -48.4% | +49.0% | +16.9% |
| All | +0.5% | -48.8% | +49.4% | +16.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling