+29.1%
KDP vs IONS
-16.4%
+45.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | +2.2% | -9.4% | +11.6% | +2.7% |
| 30D | +19.9% | -10.7% | +30.7% | +20.6% |
| 3M | +21.5% | -27.7% | +49.1% | +23.3% |
| 6M | +30.1% | -48.7% | +78.8% | +34.4% |
| YTD | +34.9% | -50.2% | +85.1% | +39.6% |
| 1Y | +43.4% | -46.8% | +90.2% | +47.7% |
| 3Y | +29.1% | -14.8% | +43.9% | +28.0% |
| All | +29.1% | -16.4% | +45.5% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling