+1,121.7%
ARES vs IONS
+54.2%
+1,067.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | +4.5% | -9.4% | +14.0% | +5.9% |
| 30D | +15.7% | -10.7% | +26.5% | +17.5% |
| 3M | -2.0% | -27.7% | +25.6% | +2.1% |
| 6M | +10.4% | -48.7% | +59.1% | +19.7% |
| YTD | -14.2% | -50.2% | +35.9% | -6.8% |
| 1Y | -7.8% | -46.8% | +39.0% | -0.8% |
| 3Y | +41.4% | -14.8% | +56.2% | +38.0% |
| 5Y | +83.7% | +17.0% | +66.7% | +69.6% |
| 10Y | +1,204.1% | +45.3% | +1,158.8% | +1,084.4% |
| All | +1,121.7% | +54.2% | +1,067.6% | +1,020.4% |
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