-33.5%
IONS vs AMBA
+7.9%
-41.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | -0.1% |
| 7D | -29.4% | +2.6% | -32.0% | -29.9% |
| 30D | -35.1% | -3.6% | -31.5% | -35.0% |
| 3M | -48.9% | -24.6% | -24.3% | -46.8% |
| 6M | -62.4% | -21.6% | -40.8% | -62.4% |
| YTD | -64.2% | -11.8% | -52.4% | -65.4% |
| 1Y | -60.9% | -33.2% | -27.7% | -60.4% |
| 3Y | -38.9% | +24.5% | -63.4% | -48.7% |
| 5Y | -15.6% | -67.7% | +52.1% | -13.4% |
| 10Y | -33.5% | +4.7% | -38.2% | -53.4% |
| All | -33.5% | +7.9% | -41.3% | -53.4% |
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