+1,148.2%
ARES vs IONS
-27.6%
+1,175.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +8.9% | +1.5% |
| 7D | +8.1% | -30.3% | +38.4% | +14.3% |
| 30D | +18.9% | -37.7% | +56.7% | +28.3% |
| 3M | +2.3% | -50.5% | +52.8% | +14.8% |
| 6M | +12.7% | -62.8% | +75.5% | +31.6% |
| YTD | -10.8% | -64.4% | +53.6% | +4.8% |
| 1Y | -5.3% | -59.5% | +54.1% | +8.3% |
| 3Y | +42.0% | -39.2% | +81.2% | +43.7% |
| 5Y | +88.3% | -15.3% | +103.6% | +74.4% |
| 10Y | +1,148.2% | -31.2% | +1,179.4% | +1,130.3% |
| All | +1,148.2% | -27.6% | +1,175.8% | +1,130.3% |
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 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