+1,472.1%
AXTI vs IONS
+87.6%
+1,384.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.8% |
| 7D | +5.1% | -6.7% | +11.8% | +6.9% |
| 30D | -17.5% | -4.1% | -13.4% | -16.7% |
| 3M | -26.7% | -26.6% | -0.1% | -22.0% |
| 6M | +36.8% | -27.5% | +64.3% | +45.6% |
| YTD | +296.1% | -31.5% | +327.6% | +328.0% |
| 1Y | +1,810.6% | -15.3% | +1,826.0% | +1,831.9% |
| 3Y | +2,587.6% | +31.3% | +2,556.3% | +2,234.1% |
| 5Y | +601.7% | +50.2% | +551.5% | +465.4% |
| All | +1,472.1% | +87.6% | +1,384.4% | +1,183.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling