+129.4%
ARMK vs IONS
-5.7%
+135.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -21.4% | +25.5% | +7.8% |
| 7D | +0.9% | -24.8% | +25.8% | +5.3% |
| 30D | -0.4% | -31.5% | +31.2% | +5.7% |
| 3M | -2.0% | -45.2% | +43.2% | +7.7% |
| 6M | +22.0% | -59.1% | +81.0% | +39.7% |
| YTD | +49.6% | -60.8% | +110.4% | +72.4% |
| 1Y | +46.4% | -57.9% | +104.2% | +65.9% |
| 3Y | +103.2% | -34.5% | +137.7% | +102.9% |
| 5Y | +108.1% | -8.8% | +117.0% | +86.8% |
| 10Y | +129.4% | -19.2% | +148.7% | +117.4% |
| All | +129.4% | -5.7% | +135.1% | +117.4% |
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 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