+39.8%
CLSK vs IONS
-2.1%
+41.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +8.8% | -4.8% | +13.7% | +10.1% |
| 30D | -6.0% | +7.2% | -13.2% | -8.5% |
| 3M | -24.4% | -22.7% | -1.7% | -24.2% |
| 6M | +19.0% | -26.9% | +45.9% | +25.2% |
| YTD | +25.4% | -26.6% | +52.0% | +32.5% |
| 1Y | +39.8% | -2.1% | +41.9% | +32.3% |
| All | +39.8% | -2.1% | +41.9% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling