+41.8%
AR vs IONS
+88.4%
-46.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.5% |
| 7D | -1.8% | -5.3% | +3.5% | -1.1% |
| 30D | +12.6% | +0.3% | +12.3% | +12.4% |
| 3M | +10.0% | -22.9% | +32.9% | +13.4% |
| 6M | +0.6% | -23.4% | +24.1% | +3.5% |
| YTD | +13.4% | -28.3% | +41.7% | +17.7% |
| 1Y | +21.7% | -7.0% | +28.7% | +20.9% |
| 3Y | +45.8% | +37.6% | +8.2% | +31.3% |
| 5Y | +144.3% | +53.4% | +90.9% | +109.6% |
| 10Y | +41.8% | +83.9% | -42.1% | +22.5% |
| All | +41.8% | +88.4% | -46.6% | +22.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling