-50.0%
CLSK vs IONS
-61.6%
+11.6%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.4% | -9.2% | -2.2% |
| 7D | +8.0% | -26.3% | +34.2% | +5.0% |
| 30D | -27.9% | -31.9% | +4.0% | -29.8% |
| 3M | -42.3% | -48.0% | +5.7% | -45.1% |
| 6M | -50.0% | -62.6% | +12.6% | -55.0% |
| All | -50.0% | -61.6% | +11.6% | -55.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling