+89.6%
ARKK vs IONS
+36.3%
+53.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -1.5% |
| 7D | +1.4% | -8.7% | +10.1% | +3.4% |
| 30D | +5.1% | -1.6% | +6.7% | +5.3% |
| 3M | +12.7% | -24.9% | +37.6% | +17.9% |
| 6M | +13.8% | -25.7% | +39.5% | +19.3% |
| YTD | +9.9% | -29.2% | +39.1% | +16.5% |
| 1Y | +10.4% | -13.0% | +23.4% | +11.0% |
| All | +89.6% | +36.3% | +53.3% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling