+82.8%
ARES vs IONS
-11.8%
+94.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | -0.1% |
| 7D | +0.5% | -26.3% | +26.8% | +5.1% |
| 30D | +19.7% | -31.9% | +51.6% | +26.9% |
| 3M | -9.0% | -48.0% | +39.0% | +1.3% |
| 6M | +11.5% | -62.6% | +74.1% | +30.3% |
| YTD | -13.8% | -63.3% | +49.4% | +0.8% |
| 1Y | -5.6% | -58.4% | +52.8% | +7.3% |
| 3Y | +36.1% | -38.2% | +74.3% | +33.5% |
| All | +82.8% | -11.8% | +94.6% | +54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling