+293.8%
AXTI vs IONS
+97.9%
+195.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.4% | -10.3% | -5.1% |
| 7D | +7.6% | -26.3% | +33.9% | +12.9% |
| 30D | -32.1% | -31.9% | -0.1% | -27.3% |
| 3M | -46.0% | -48.0% | +2.0% | -39.4% |
| 6M | -65.7% | -62.6% | -3.1% | -59.5% |
| YTD | +155.9% | -63.3% | +219.2% | +202.6% |
| 1Y | +300.8% | -58.4% | +359.2% | +362.1% |
| 3Y | +1,981.6% | -38.2% | +2,019.8% | +2,089.5% |
| 5Y | +359.3% | -11.1% | +370.4% | +341.4% |
| 10Y | +780.8% | -31.7% | +812.6% | +741.0% |
| All | +293.8% | +97.9% | +195.9% | +85.3% |
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