+216.9%
CLSK vs IONS
+36.3%
+180.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | +17.2% | -8.7% | +25.9% | +20.8% |
| 30D | +14.6% | -1.6% | +16.2% | +14.7% |
| 3M | -16.8% | -24.9% | +8.0% | -10.8% |
| 6M | +38.2% | -25.7% | +63.9% | +48.8% |
| YTD | +31.2% | -29.2% | +60.4% | +44.8% |
| 1Y | +37.3% | -13.0% | +50.3% | +39.3% |
| All | +216.9% | +36.3% | +180.7% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling