-6.9%
ARES vs IONS
-44.5%
+37.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.2% |
| 7D | +10.5% | -10.6% | +21.1% | +11.1% |
| 30D | +16.8% | -7.7% | +24.5% | +17.2% |
| 3M | -3.2% | -27.1% | +23.9% | -2.3% |
| 6M | +16.4% | -46.8% | +63.2% | +15.6% |
| YTD | -12.4% | -49.2% | +36.8% | -12.7% |
| 1Y | -6.9% | -44.9% | +38.0% | -9.2% |
| All | -6.9% | -44.5% | +37.7% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling