+17.8%
ALK vs IONS
-17.7%
+35.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.1% | -2.6% |
| 7D | +7.1% | -12.6% | +19.6% | +9.6% |
| 30D | -3.0% | -11.8% | +8.8% | -0.9% |
| 3M | -25.6% | -28.4% | +2.8% | -21.2% |
| 6M | +0.5% | -48.4% | +48.9% | +11.3% |
| YTD | -23.1% | -51.0% | +27.9% | -13.9% |
| 1Y | -7.5% | -48.0% | +40.5% | +2.2% |
| All | +17.8% | -17.7% | +35.6% | +7.7% |
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