+4.2%
ALK vs IONS
+43.7%
-39.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -0.7% | -4.8% | +4.2% | +0.2% |
| 30D | -19.2% | +7.2% | -26.4% | -20.3% |
| 3M | -1.5% | -22.7% | +21.2% | +1.4% |
| 6M | -13.1% | -26.9% | +13.8% | -9.4% |
| YTD | -16.4% | -26.6% | +10.1% | -13.1% |
| 1Y | -33.1% | -2.1% | -30.9% | -34.1% |
| All | +4.2% | +43.7% | -39.5% | -7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling