+83,065.2%
AXON vs IONS
+221.7%
+82,843.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.4% | -6.4% | -9.0% |
| 7D | -12.7% | -12.6% | -0.1% | -9.8% |
| 30D | -8.6% | -11.8% | +3.2% | -5.9% |
| 3M | -37.2% | -28.4% | -8.8% | -32.4% |
| 6M | +0.5% | -48.4% | +49.0% | +15.7% |
| YTD | -32.6% | -51.0% | +18.3% | -22.0% |
| 1Y | -40.2% | -48.0% | +7.9% | -31.7% |
| 3Y | +76.1% | -17.8% | +93.9% | +71.0% |
| 5Y | +109.5% | +15.2% | +94.3% | +82.2% |
| 10Y | +1,640.5% | +43.0% | +1,597.5% | +1,207.7% |
| All | +83,065.2% | +221.7% | +82,843.5% | +32,481.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling