-46.6%
ALK vs IONS
-36.2%
-10.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.6% | -1.2% | -4.1% |
| 7D | +0.9% | -29.6% | +30.5% | +7.4% |
| 30D | +3.3% | -35.6% | +38.8% | +11.9% |
| 3M | -17.6% | -51.7% | +34.1% | -5.1% |
| 6M | +0.8% | -64.0% | +64.8% | +22.0% |
| YTD | -22.4% | -65.5% | +43.1% | -5.1% |
| 1Y | -10.1% | -62.4% | +52.4% | +7.8% |
| 3Y | +14.0% | -41.1% | +55.1% | +18.0% |
| 5Y | -29.8% | -16.5% | -13.4% | -34.9% |
| All | -46.6% | -36.2% | -10.4% | -47.3% |
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