+942.5%
CRDO vs IONS
+31.9%
+910.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.3% |
| 7D | -4.5% | -6.7% | +2.2% | -2.9% |
| 30D | -39.2% | -4.1% | -35.1% | -38.9% |
| 3M | -38.5% | -26.6% | -11.9% | -35.4% |
| 6M | +40.6% | -27.5% | +68.1% | +48.1% |
| YTD | +13.2% | -31.5% | +44.7% | +20.7% |
| 1Y | +2.3% | -15.3% | +17.6% | +3.0% |
| 3Y | +942.5% | +31.3% | +911.3% | +783.9% |
| All | +942.5% | +31.9% | +910.7% | +783.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling