+43.5%
KDP vs IONS
-44.5%
+88.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +5.9% |
| 7D | +5.3% | -10.6% | +15.9% | +5.8% |
| 30D | +19.1% | -7.7% | +26.8% | +19.4% |
| 3M | +19.2% | -27.1% | +46.2% | +20.5% |
| 6M | +29.3% | -46.8% | +76.1% | +32.7% |
| YTD | +35.5% | -49.2% | +84.8% | +40.6% |
| 1Y | +43.5% | -44.9% | +88.4% | +47.5% |
| All | +43.5% | -44.5% | +88.0% | +47.5% |
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