+34.3%
ACI vs IONS
-55.0%
+89.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.3% |
| 7D | -0.5% | -29.6% | +29.2% | -0.9% |
| 30D | +4.9% | -35.6% | +40.5% | +4.3% |
| 3M | +11.1% | -51.7% | +62.8% | +10.2% |
| 6M | -14.9% | -64.0% | +49.1% | -15.6% |
| YTD | -19.6% | -65.5% | +45.9% | -20.2% |
| 1Y | -22.7% | -62.4% | +39.7% | -23.3% |
| 3Y | -31.2% | -41.1% | +9.8% | -32.3% |
| 5Y | -42.3% | -16.5% | -25.9% | -42.5% |
| All | +34.3% | -55.0% | +89.3% | +24.3% |
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