-41.3%
CORZ vs IONS
-44.5%
+3.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.7% | -9.7% | -10.3% |
| 7D | -14.9% | -10.6% | -4.4% | -13.2% |
| 30D | -23.1% | -7.7% | -15.4% | -21.9% |
| 3M | -44.1% | -27.1% | -17.0% | -41.4% |
| 6M | -39.5% | -46.8% | +7.3% | -36.7% |
| YTD | -12.4% | -49.2% | +36.9% | -7.4% |
| 1Y | -41.3% | -44.9% | +3.6% | -40.7% |
| All | -41.3% | -44.5% | +3.2% | -40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling