+1,164.6%
ARES vs IONS
+127.2%
+1,037.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.7% | -4.8% | +3.2% | -1.0% |
| 30D | +0.3% | +7.2% | -6.9% | -0.8% |
| 3M | +8.5% | -22.7% | +31.2% | +11.3% |
| 6M | +23.5% | -26.9% | +50.4% | +27.7% |
| YTD | -11.2% | -26.6% | +15.3% | -8.4% |
| 1Y | -19.3% | -2.1% | -17.2% | -20.3% |
| 3Y | +48.7% | +43.4% | +5.2% | +34.9% |
| 5Y | +106.5% | +47.0% | +59.5% | +84.1% |
| 10Y | +1,055.3% | +97.2% | +958.2% | +898.7% |
| All | +1,164.6% | +127.2% | +1,037.4% | +1,001.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling