-34.8%
ALK vs IONS
+13.2%
-47.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.1% | -2.5% |
| 7D | +7.1% | -12.6% | +19.6% | +10.2% |
| 30D | -3.0% | -11.8% | +8.8% | -0.4% |
| 3M | -25.6% | -28.4% | +2.8% | -20.4% |
| 6M | +0.5% | -48.4% | +48.9% | +14.0% |
| YTD | -23.1% | -51.0% | +27.9% | -11.7% |
| 1Y | -7.5% | -48.0% | +40.5% | +4.5% |
| 3Y | +15.3% | -17.8% | +33.1% | +10.5% |
| 5Y | -34.8% | +15.2% | -50.0% | -42.0% |
| All | -34.8% | +13.2% | -47.9% | -42.0% |
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