-13.0%
IONS vs KMX
-0.2%
-12.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.7% |
| 7D | -4.3% | -3.4% | -0.9% | -4.2% |
| 30D | +0.4% | +4.0% | -3.6% | +0.3% |
| 3M | -24.1% | +24.8% | -48.9% | -24.6% |
| 6M | -26.4% | +43.6% | -70.1% | -27.9% |
| YTD | -29.7% | +56.6% | -86.3% | -31.3% |
| 1Y | -13.0% | +2.2% | -15.3% | -12.2% |
| All | -13.0% | -0.2% | -12.8% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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