-29.1%
ALK vs IONS
-11.1%
-18.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -21.4% | +28.4% | +11.3% |
| 7D | +8.9% | -24.8% | +33.7% | +14.3% |
| 30D | +5.9% | -31.5% | +37.5% | +13.4% |
| 3M | -16.5% | -45.2% | +28.7% | -6.5% |
| 6M | +2.1% | -59.1% | +61.2% | +20.1% |
| YTD | -17.1% | -60.8% | +43.7% | -1.5% |
| 1Y | -2.9% | -57.9% | +55.0% | +13.4% |
| 3Y | +24.5% | -34.5% | +59.0% | +23.6% |
| 5Y | -29.1% | -8.8% | -20.3% | -37.8% |
| All | -29.1% | -11.1% | -18.0% | -37.8% |
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 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