+256.4%
KDP vs IONS
-27.6%
+284.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.1% | +10.8% | +2.4% |
| 7D | +8.2% | -30.3% | +38.5% | +10.8% |
| 30D | +18.4% | -37.7% | +56.1% | +22.2% |
| 3M | +29.2% | -50.5% | +79.7% | +35.6% |
| 6M | +32.3% | -62.8% | +95.0% | +41.3% |
| YTD | +38.5% | -64.4% | +102.8% | +48.4% |
| 1Y | +48.5% | -59.5% | +108.0% | +57.4% |
| 3Y | +32.5% | -39.2% | +71.7% | +34.1% |
| 5Y | +19.7% | -15.3% | +35.0% | +15.6% |
| 10Y | +256.4% | -31.2% | +287.5% | +250.8% |
| All | +256.4% | -27.6% | +284.0% | +250.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling