-5.3%
ARES vs IONS
-59.8%
+54.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +8.9% | -0.1% |
| 7D | +8.1% | -30.3% | +38.4% | +8.3% |
| 30D | +18.9% | -37.7% | +56.7% | +19.7% |
| 3M | +2.3% | -50.5% | +52.8% | +3.6% |
| 6M | +12.7% | -62.8% | +75.5% | +11.9% |
| YTD | -10.8% | -64.4% | +53.6% | -11.0% |
| 1Y | -5.3% | -59.5% | +54.1% | -4.5% |
| All | -5.3% | -59.8% | +54.4% | -4.5% |
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 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