-47.4%
ALK vs IONS
-32.1%
-15.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -2.8% |
| 7D | -1.2% | -26.3% | +25.1% | +4.1% |
| 30D | +7.7% | -31.9% | +39.6% | +15.3% |
| 3M | -19.0% | -48.0% | +29.0% | -8.2% |
| 6M | -0.2% | -62.6% | +62.3% | +19.8% |
| YTD | -23.5% | -63.3% | +39.8% | -7.8% |
| 1Y | -9.1% | -58.4% | +49.3% | +6.5% |
| 3Y | +12.0% | -38.2% | +50.2% | +14.8% |
| 5Y | -30.9% | -11.1% | -19.7% | -36.7% |
| All | -47.4% | -32.1% | -15.3% | -48.8% |
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