-34.0%
ACI vs IONS
-8.4%
-25.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.5% |
| 7D | -5.0% | -8.7% | +3.6% | -5.8% |
| 30D | -2.3% | -1.6% | -0.7% | -2.4% |
| 3M | -23.2% | -24.9% | +1.7% | -24.1% |
| 6M | -29.5% | -25.7% | -3.8% | -30.2% |
| YTD | -28.6% | -29.2% | +0.6% | -28.8% |
| 1Y | -34.0% | -13.0% | -21.0% | -38.8% |
| All | -34.0% | -8.4% | -25.6% | -38.8% |
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