+34.4%
ACI vs IONS
-53.6%
+87.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.1% | +11.2% | +2.0% |
| 7D | -0.6% | -30.3% | +29.7% | -1.0% |
| 30D | +9.5% | -37.7% | +47.3% | +8.9% |
| 3M | +10.1% | -50.5% | +60.6% | +9.3% |
| 6M | -15.4% | -62.8% | +47.4% | -16.0% |
| YTD | -19.5% | -64.4% | +44.8% | -20.1% |
| 1Y | -21.0% | -59.5% | +38.5% | -21.6% |
| 3Y | -31.2% | -39.2% | +8.0% | -32.2% |
| 5Y | -40.6% | -15.3% | -25.2% | -40.7% |
| All | +34.4% | -53.6% | +87.9% | +24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling