-60.8%
CLSK vs IONS
+14.0%
-74.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.6% | +9.4% | +7.7% |
| 7D | +7.7% | -6.7% | +14.4% | +10.3% |
| 30D | +12.2% | -4.1% | +16.3% | +13.4% |
| 3M | -15.5% | -26.6% | +11.1% | -8.6% |
| 6M | +39.3% | -27.5% | +66.9% | +51.5% |
| YTD | +35.1% | -31.5% | +66.6% | +50.3% |
| 1Y | +34.0% | -15.3% | +49.4% | +38.2% |
| 3Y | +226.3% | +31.3% | +195.0% | +174.4% |
| 5Y | +6.4% | +50.2% | -43.8% | -13.3% |
| All | -60.8% | +14.0% | -74.8% | -58.1% |
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