+307.7%
ARKK vs IONS
-38.2%
+345.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -3.7% |
| 7D | -0.6% | -26.3% | +25.7% | +6.5% |
| 30D | -11.2% | -31.9% | +20.7% | -2.7% |
| 3M | -9.2% | -48.0% | +38.8% | +6.6% |
| 6M | -3.9% | -62.6% | +58.6% | +21.5% |
| YTD | -2.5% | -63.3% | +60.8% | +23.6% |
| 1Y | -2.7% | -58.4% | +55.7% | +19.0% |
| 3Y | +87.9% | -38.2% | +126.1% | +96.0% |
| 5Y | -35.7% | -11.1% | -24.6% | -39.4% |
| 10Y | +299.2% | -31.7% | +330.9% | +292.1% |
| All | +307.7% | -38.2% | +345.9% | +295.3% |
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