-29.8%
DKS vs IONS
-44.5%
+14.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +7.8% |
| 7D | +8.4% | -10.6% | +19.0% | +9.4% |
| 30D | +7.7% | -7.7% | +15.4% | +8.2% |
| 3M | -25.8% | -27.1% | +1.3% | -24.7% |
| 6M | -31.0% | -46.8% | +15.8% | -29.7% |
| YTD | -23.8% | -49.2% | +25.5% | -21.9% |
| 1Y | -29.8% | -44.9% | +15.1% | -28.4% |
| All | -29.8% | -44.5% | +14.7% | -28.4% |
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