+1,982.4%
AXTI vs IONS
-2.1%
+1,984.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.1% | +9.7% | +9.7% |
| 7D | +5.1% | -4.8% | +10.0% | +5.2% |
| 30D | -10.2% | +7.2% | -17.4% | -10.0% |
| 3M | -41.8% | -22.7% | -19.2% | -43.0% |
| 6M | +57.5% | -26.9% | +84.4% | +53.2% |
| YTD | +277.0% | -26.6% | +303.6% | +268.0% |
| 1Y | +1,982.4% | -2.1% | +1,984.6% | +2,799.2% |
| All | +1,982.4% | -2.1% | +1,984.5% | +2,799.2% |
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