-31.2%
IONS vs AMBA
+4.3%
-35.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -2.1% | -7.0% | -8.7% |
| 7D | -30.3% | -2.7% | -27.6% | -30.1% |
| 30D | -37.7% | -10.5% | -27.3% | -36.8% |
| 3M | -50.5% | -26.4% | -24.1% | -48.2% |
| 6M | -62.8% | -20.9% | -41.9% | -62.9% |
| YTD | -64.4% | -14.8% | -49.6% | -65.4% |
| 1Y | -59.5% | -36.1% | -23.4% | -58.7% |
| 3Y | -39.2% | +20.2% | -59.4% | -48.7% |
| 5Y | -15.3% | -67.2% | +51.9% | -13.6% |
| 10Y | -31.2% | +4.9% | -36.1% | -51.9% |
| All | -31.2% | +4.3% | -35.5% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling