+266.4%
KDP vs IONS
-29.6%
+296.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +4.0% | -29.4% | +33.4% | +6.4% |
| 30D | +16.8% | -35.1% | +51.9% | +20.2% |
| 3M | +32.0% | -48.9% | +80.9% | +38.2% |
| 6M | +35.2% | -62.4% | +97.6% | +44.4% |
| YTD | +40.9% | -64.2% | +105.1% | +51.0% |
| 1Y | +47.7% | -60.9% | +108.6% | +57.0% |
| 3Y | +34.8% | -38.9% | +73.7% | +36.4% |
| 5Y | +22.6% | -15.6% | +38.2% | +18.5% |
| 10Y | +266.4% | -33.5% | +299.9% | +260.0% |
| All | +266.4% | -29.6% | +296.0% | +260.0% |
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