+664.3%
ALK vs IONS
+260.9%
+403.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.1% | -2.8% |
| 7D | +7.1% | -12.6% | +19.6% | +9.0% |
| 30D | -3.0% | -11.8% | +8.8% | -1.4% |
| 3M | -25.6% | -28.4% | +2.8% | -22.3% |
| 6M | +0.5% | -48.4% | +48.9% | +9.1% |
| YTD | -23.1% | -51.0% | +27.9% | -15.9% |
| 1Y | -7.5% | -48.0% | +40.5% | +0.2% |
| 3Y | +15.3% | -17.8% | +33.1% | +14.7% |
| 5Y | -34.8% | +15.2% | -50.0% | -39.0% |
| 10Y | -41.2% | +43.0% | -84.2% | -48.9% |
| All | +664.3% | +260.9% | +403.3% | +355.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling