+302.2%
ARMK vs IONS
+58.8%
+243.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.4% | -4.8% | +2.4% | -1.8% |
| 30D | 0.0% | +7.2% | -7.2% | -1.0% |
| 3M | +6.7% | -22.7% | +29.3% | +9.3% |
| 6M | +38.8% | -26.9% | +65.7% | +43.2% |
| YTD | +55.2% | -26.6% | +81.8% | +59.9% |
| 1Y | +46.6% | -2.1% | +48.7% | +44.9% |
| 3Y | +112.9% | +43.4% | +69.5% | +93.9% |
| 5Y | +144.0% | +47.0% | +97.0% | +117.5% |
| 10Y | +132.4% | +97.2% | +35.2% | +102.9% |
| All | +302.2% | +58.8% | +243.3% | +252.0% |
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 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