+601.0%
AXTI vs IONS
+53.9%
+547.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.9% |
| 7D | +15.1% | -4.3% | +19.4% | +16.4% |
| 30D | -12.3% | +0.4% | -12.7% | -12.6% |
| 3M | -24.1% | -24.1% | 0.0% | -20.0% |
| 6M | +46.0% | -26.4% | +72.5% | +54.9% |
| YTD | +295.7% | -29.7% | +325.4% | +325.1% |
| 1Y | +1,825.6% | -13.0% | +1,838.6% | +1,818.1% |
| 3Y | +2,630.0% | +35.0% | +2,594.9% | +2,184.2% |
| 5Y | +601.0% | +54.2% | +546.8% | +431.7% |
| All | +601.0% | +53.9% | +547.0% | +431.7% |
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 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