-63.6%
CLSK vs IONS
+22.1%
-85.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +8.8% | -4.8% | +13.7% | +10.5% |
| 30D | -6.0% | +7.2% | -13.2% | -8.7% |
| 3M | -24.4% | -22.7% | -1.7% | -19.5% |
| 6M | +19.0% | -26.9% | +45.9% | +29.5% |
| YTD | +25.4% | -26.6% | +52.0% | +36.3% |
| 1Y | +39.8% | -2.1% | +41.9% | +36.9% |
| 3Y | +177.7% | +43.4% | +134.2% | +126.5% |
| 5Y | -11.0% | +47.0% | -58.0% | -27.9% |
| All | -63.6% | +22.1% | -85.8% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling