-6.9%
AKAM vs IONS
+54.4%
-61.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.7% | +0.6% |
| 7D | -0.8% | -5.3% | +4.5% | -0.3% |
| 30D | -4.5% | +0.3% | -4.7% | -4.6% |
| 3M | -25.6% | -22.9% | -2.7% | -24.2% |
| 6M | +5.7% | -23.4% | +29.1% | +7.7% |
| YTD | +21.0% | -28.3% | +49.4% | +24.2% |
| 1Y | +33.9% | -7.0% | +40.9% | +32.5% |
| 3Y | +0.9% | +37.6% | -36.7% | -9.4% |
| All | -6.9% | +54.4% | -61.3% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling