+5,845.5%
DKS vs IONS
+566.9%
+5,278.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +3.0% | -4.8% | +7.9% | +3.9% |
| 30D | -30.5% | +7.2% | -37.7% | -31.6% |
| 3M | -35.7% | -22.7% | -13.0% | -33.6% |
| 6M | -29.7% | -26.9% | -2.8% | -26.8% |
| YTD | -28.9% | -26.6% | -2.3% | -26.0% |
| 1Y | -35.9% | -2.1% | -33.7% | -36.7% |
| 3Y | +28.2% | +43.4% | -15.3% | +13.9% |
| 5Y | +11.8% | +47.0% | -35.2% | -3.1% |
| 10Y | +211.6% | +97.2% | +114.4% | +140.2% |
| All | +5,845.5% | +566.9% | +5,278.6% | +2,526.2% |
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