-40.4%
AKAM vs IONS
+137.5%
-177.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.6% |
| 7D | +11.2% | -29.6% | +40.8% | +19.0% |
| 30D | -13.4% | -35.6% | +22.2% | -5.5% |
| 3M | -29.5% | -51.7% | +22.2% | -18.5% |
| 6M | -42.1% | -64.0% | +21.9% | -29.8% |
| YTD | -0.8% | -65.5% | +64.7% | +21.1% |
| 1Y | -3.9% | -62.4% | +58.5% | +15.0% |
| 3Y | -21.9% | -41.1% | +19.2% | -18.8% |
| 5Y | -22.4% | -16.5% | -5.9% | -28.0% |
| 10Y | +32.3% | -35.8% | +68.1% | +16.9% |
| All | -40.4% | +137.5% | -177.9% | -79.7% |
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