-16.9%
CRDO vs IONS
-44.5%
+27.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.7% | -8.9% | -9.4% |
| 7D | -21.4% | -10.6% | -10.8% | -19.7% |
| 30D | -35.8% | -7.7% | -28.1% | -34.6% |
| 3M | -42.6% | -27.1% | -15.5% | -39.9% |
| 6M | -24.2% | -46.8% | +22.6% | -21.4% |
| YTD | -5.1% | -49.2% | +44.1% | -1.7% |
| 1Y | -16.9% | -44.9% | +28.0% | -16.9% |
| All | -16.9% | -44.5% | +27.7% | -16.9% |
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 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