+1,339.9%
CRDO vs IONS
+79.1%
+1,260.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.0% |
| 7D | -18.8% | -5.3% | -13.5% | -17.8% |
| 30D | -32.9% | +0.3% | -33.1% | -33.2% |
| 3M | -24.5% | -22.9% | -1.6% | -21.0% |
| 6M | +52.7% | -23.4% | +76.1% | +60.3% |
| YTD | +16.6% | -28.3% | +44.9% | +24.3% |
| 1Y | +13.7% | -7.0% | +20.7% | +12.0% |
| 3Y | +959.0% | +37.6% | +921.4% | +758.6% |
| All | +1,339.9% | +79.1% | +1,260.8% | +957.6% |
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