-27.5%
AKAM vs IONS
+405.1%
-432.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -2.1% | -4.8% | +2.8% | -1.1% |
| 30D | -13.9% | +7.2% | -21.1% | -15.4% |
| 3M | -33.8% | -22.7% | -11.1% | -31.2% |
| 6M | +2.2% | -26.9% | +29.1% | +7.3% |
| YTD | +20.6% | -26.6% | +47.2% | +26.3% |
| 1Y | +36.3% | -2.1% | +38.4% | +33.8% |
| 3Y | -0.1% | +43.4% | -43.6% | -14.0% |
| 5Y | -7.5% | +47.0% | -54.5% | -23.6% |
| 10Y | +90.2% | +97.2% | -7.0% | +30.3% |
| All | -27.5% | +405.1% | -432.7% | -78.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling