+27.3%
CRDO vs IONS
-2.1%
+29.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +3.9% |
| 7D | -26.7% | -4.8% | -21.9% | -26.2% |
| 30D | -24.1% | +7.2% | -31.3% | -25.3% |
| 3M | -21.6% | -22.7% | +1.1% | -22.8% |
| 6M | +66.3% | -26.9% | +93.2% | +65.0% |
| YTD | +18.5% | -26.6% | +45.1% | +17.3% |
| 1Y | +27.3% | -2.1% | +29.4% | +25.4% |
| All | +27.3% | -2.1% | +29.4% | +25.4% |
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