+74.5%
CLSK vs IONS
-36.9%
+111.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.4% | -9.2% | -5.0% |
| 7D | +8.0% | -26.3% | +34.2% | +17.4% |
| 30D | -27.9% | -31.9% | +4.0% | -18.6% |
| 3M | -42.3% | -48.0% | +5.7% | -28.3% |
| 6M | -50.0% | -62.6% | +12.6% | -31.1% |
| YTD | -34.3% | -63.3% | +29.0% | -8.4% |
| 1Y | -44.5% | -58.4% | +13.9% | -27.0% |
| 3Y | +74.5% | -38.2% | +112.8% | +93.9% |
| All | +74.5% | -36.9% | +111.4% | +93.9% |
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