+239.3%
KDP vs IONS
-5.7%
+245.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.4% | +22.2% | +2.4% |
| 7D | +0.3% | -24.8% | +25.2% | +2.2% |
| 30D | +16.3% | -31.5% | +47.8% | +19.3% |
| 3M | +24.0% | -45.2% | +69.2% | +29.1% |
| 6M | +30.0% | -59.1% | +89.0% | +37.9% |
| YTD | +36.1% | -60.8% | +96.9% | +44.7% |
| 1Y | +46.8% | -57.9% | +104.7% | +55.2% |
| 3Y | +30.5% | -34.5% | +64.9% | +31.4% |
| 5Y | +17.9% | -8.8% | +26.7% | +13.5% |
| 10Y | +239.3% | -19.2% | +258.5% | +235.2% |
| All | +239.3% | -5.7% | +245.0% | +235.2% |
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 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