+43.2%
DKS vs IONS
-40.7%
+83.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.1% | +10.6% | +2.2% |
| 7D | +9.4% | -30.3% | +39.7% | +12.0% |
| 30D | +9.8% | -37.7% | +47.5% | +13.5% |
| 3M | -29.3% | -50.5% | +21.2% | -25.5% |
| 6M | -32.6% | -62.8% | +30.2% | -27.6% |
| YTD | -22.6% | -64.4% | +41.8% | -16.6% |
| 1Y | -29.8% | -59.5% | +29.6% | -25.4% |
| 3Y | +43.2% | -39.2% | +82.4% | +34.4% |
| All | +43.2% | -40.7% | +83.9% | +34.4% |
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 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