+272.1%
ARMK vs IONS
+7.8%
+264.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.2% |
| 7D | -2.6% | -9.4% | +6.8% | -1.4% |
| 30D | -5.2% | -10.7% | +5.5% | -3.9% |
| 3M | -6.5% | -27.7% | +21.1% | -2.9% |
| 6M | +15.3% | -48.7% | +64.0% | +24.3% |
| YTD | +43.6% | -50.2% | +93.8% | +55.2% |
| 1Y | +42.1% | -46.8% | +88.9% | +52.0% |
| 3Y | +94.0% | -14.8% | +108.8% | +89.5% |
| 5Y | +96.3% | +17.0% | +79.2% | +80.3% |
| 10Y | +126.7% | +45.3% | +81.4% | +106.9% |
| All | +272.1% | +7.8% | +264.4% | +241.8% |
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