+121.4%
BKR vs IONS
+92.6%
+28.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.6% |
| 7D | -6.7% | -4.3% | -2.4% | -6.1% |
| 30D | -8.3% | +0.4% | -8.8% | -8.5% |
| 3M | -5.4% | -24.1% | +18.7% | -2.4% |
| 6M | +0.8% | -26.4% | +27.3% | +4.3% |
| YTD | +31.8% | -29.7% | +61.5% | +37.2% |
| 1Y | +28.6% | -13.0% | +41.6% | +29.4% |
| 3Y | +71.2% | +35.0% | +36.2% | +55.5% |
| 5Y | +179.2% | +54.2% | +125.0% | +141.0% |
| All | +121.4% | +92.6% | +28.8% | +97.2% |
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