+132.6%
ARMK vs IONS
-27.6%
+160.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.1% | +8.1% | +0.6% |
| 7D | -0.7% | -30.3% | +29.5% | +4.9% |
| 30D | -1.3% | -37.7% | +36.4% | +6.4% |
| 3M | -2.5% | -50.5% | +48.0% | +9.1% |
| 6M | +20.8% | -62.8% | +83.6% | +40.7% |
| YTD | +48.2% | -64.4% | +112.6% | +73.6% |
| 1Y | +45.7% | -59.5% | +105.2% | +66.2% |
| 3Y | +96.6% | -39.2% | +135.7% | +98.4% |
| 5Y | +106.6% | -15.3% | +121.9% | +87.2% |
| 10Y | +132.6% | -31.2% | +163.7% | +122.1% |
| All | +132.6% | -27.6% | +160.2% | +122.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling