+13.4%
KDP vs IONS
-18.9%
+32.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -3.6% | -3.8% | -7.2% |
| 7D | -4.0% | -29.6% | +25.6% | -2.6% |
| 30D | +8.5% | -35.6% | +44.0% | +10.4% |
| 3M | +20.7% | -51.7% | +72.4% | +24.5% |
| 6M | +23.2% | -64.0% | +87.2% | +28.8% |
| YTD | +30.5% | -65.5% | +96.0% | +36.7% |
| 1Y | +35.9% | -62.4% | +98.3% | +41.6% |
| 3Y | +24.8% | -41.1% | +65.9% | +26.1% |
| 5Y | +13.4% | -16.5% | +29.9% | +13.0% |
| All | +13.4% | -18.9% | +32.3% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling