-46.8%
IONS vs AMBA
-32.7%
-14.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.5% | +1.6% |
| 7D | -9.4% | -7.2% | -2.2% | -9.5% |
| 30D | -10.7% | -10.4% | -0.4% | -10.8% |
| 3M | -27.7% | -30.1% | +2.5% | -28.4% |
| 6M | -48.7% | -22.4% | -26.3% | -49.1% |
| YTD | -50.2% | -17.3% | -32.8% | -51.6% |
| 1Y | -46.8% | -35.4% | -11.4% | -48.8% |
| All | -46.8% | -32.7% | -14.1% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling