+159.4%
LRCX vs IONS
-14.8%
+174.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | -3.1% | -6.7% | +3.6% | -2.8% |
| 30D | -8.6% | -4.1% | -4.4% | -8.5% |
| 3M | -17.7% | -26.6% | +8.9% | -20.7% |
| 6M | +36.4% | -27.5% | +63.9% | +32.3% |
| YTD | +74.5% | -31.5% | +106.0% | +72.9% |
| 1Y | +159.4% | -15.3% | +174.8% | +152.2% |
| All | +159.4% | -14.8% | +174.3% | +152.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling