+95.0%
ARMK vs IONS
-38.5%
+133.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | +2.8% | -29.4% | +32.2% | +4.5% |
| 30D | -1.8% | -35.1% | +33.4% | +0.4% |
| 3M | -10.9% | -48.9% | +38.0% | -7.7% |
| 6M | +21.2% | -62.4% | +83.7% | +27.6% |
| YTD | +47.0% | -64.2% | +111.2% | +55.2% |
| 1Y | +42.9% | -60.9% | +103.8% | +49.6% |
| All | +95.0% | -38.5% | +133.4% | +91.0% |
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