-33.1%
ALK vs IONS
-2.1%
-31.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -0.7% | -4.8% | +4.2% | +0.1% |
| 30D | -19.2% | +7.2% | -26.4% | -20.2% |
| 3M | -1.5% | -22.7% | +21.2% | -2.3% |
| 6M | -13.1% | -26.9% | +13.8% | -12.2% |
| YTD | -16.4% | -26.6% | +10.1% | -15.8% |
| 1Y | -33.1% | -2.1% | -30.9% | -37.9% |
| All | -33.1% | -2.1% | -31.0% | -37.9% |
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 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