-23.7%
ACI vs IONS
-60.0%
+36.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | +0.1% |
| 7D | +2.3% | -26.3% | +28.5% | -1.2% |
| 30D | +1.2% | -31.9% | +33.2% | -3.3% |
| 3M | +6.8% | -48.0% | +54.8% | -1.4% |
| 6M | -18.7% | -62.6% | +43.8% | -26.4% |
| YTD | -20.2% | -63.3% | +43.0% | -26.9% |
| 1Y | -23.7% | -58.4% | +34.7% | -33.1% |
| All | -23.7% | -60.0% | +36.2% | -33.1% |
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