-33.9%
ALK vs IONS
+17.1%
-51.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.3% |
| 7D | +9.0% | -9.4% | +18.5% | +11.3% |
| 30D | -1.6% | -10.7% | +9.1% | +0.7% |
| 3M | -23.2% | -27.7% | +4.5% | -17.9% |
| 6M | -3.9% | -48.7% | +44.8% | +9.2% |
| YTD | -22.6% | -50.2% | +27.6% | -11.4% |
| 1Y | -5.3% | -46.8% | +41.5% | +6.5% |
| 3Y | +18.6% | -14.8% | +33.4% | +12.6% |
| All | -33.9% | +17.1% | -51.0% | -43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling