+554.7%
AXTI vs IONS
+286.1%
+268.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.4% | +15.2% | +13.3% |
| 7D | +24.0% | -5.3% | +29.3% | +25.2% |
| 30D | -21.5% | +0.3% | -21.7% | -21.6% |
| 3M | -23.4% | -22.9% | -0.5% | -20.6% |
| 6M | +114.9% | -23.4% | +138.3% | +122.9% |
| YTD | +325.4% | -28.3% | +353.8% | +346.7% |
| 1Y | +2,136.7% | -7.0% | +2,143.7% | +2,122.6% |
| 3Y | +2,835.0% | +37.6% | +2,797.4% | +2,565.6% |
| 5Y | +652.8% | +53.4% | +599.4% | +554.8% |
| 10Y | +1,513.9% | +83.9% | +1,430.0% | +1,182.5% |
| All | +554.7% | +286.1% | +268.6% | +173.4% |
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