+368.0%
ARKK vs IONS
+20.7%
+347.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.5% |
| 7D | +3.6% | -5.3% | +8.9% | +5.0% |
| 30D | +8.4% | +0.3% | +8.1% | +8.0% |
| 3M | +13.4% | -22.9% | +36.3% | +19.6% |
| 6M | +18.9% | -23.4% | +42.3% | +25.5% |
| YTD | +11.9% | -28.3% | +40.2% | +20.2% |
| 1Y | +13.1% | -7.0% | +20.1% | +12.5% |
| 3Y | +97.1% | +37.6% | +59.5% | +66.7% |
| 5Y | -27.8% | +53.4% | -81.2% | -40.9% |
| 10Y | +338.5% | +83.9% | +254.5% | +249.0% |
| All | +368.0% | +20.7% | +347.4% | +284.2% |
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