-9.7%
ARES vs IONS
-61.6%
+52.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -3.3% |
| 7D | -0.3% | -29.6% | +29.3% | -0.4% |
| 30D | +15.3% | -35.6% | +50.8% | +15.6% |
| 3M | -5.4% | -51.7% | +46.3% | -4.2% |
| 6M | +10.0% | -64.0% | +74.0% | +9.2% |
| YTD | -14.7% | -65.5% | +50.8% | -15.0% |
| 1Y | -9.7% | -62.4% | +52.7% | -9.2% |
| All | -9.7% | -61.6% | +52.0% | -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