-34.9%
ALK vs IONS
+96.6%
-131.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -0.7% | -4.8% | +4.2% | +0.4% |
| 30D | -19.2% | +7.2% | -26.4% | -20.6% |
| 3M | -1.5% | -22.7% | +21.2% | +2.5% |
| 6M | -13.1% | -26.9% | +13.8% | -8.2% |
| YTD | -16.4% | -26.6% | +10.1% | -12.0% |
| 1Y | -33.1% | -2.1% | -30.9% | -34.0% |
| 3Y | +0.6% | +43.4% | -42.8% | -12.8% |
| 5Y | -26.4% | +47.0% | -73.4% | -38.3% |
| All | -34.9% | +96.6% | -131.5% | -49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling