+105.3%
KEY vs IONS
-27.6%
+133.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.7% | +1.4% |
| 7D | +0.5% | -30.3% | +30.8% | +6.7% |
| 30D | +6.9% | -37.7% | +44.6% | +15.8% |
| 3M | -5.0% | -50.5% | +45.5% | +7.3% |
| 6M | +0.7% | -62.8% | +63.5% | +18.8% |
| YTD | +6.5% | -64.4% | +70.8% | +26.4% |
| 1Y | +22.6% | -59.5% | +82.1% | +41.5% |
| 3Y | +125.3% | -39.2% | +164.5% | +129.2% |
| 5Y | +13.9% | -15.3% | +29.3% | +3.7% |
| 10Y | +105.3% | -31.2% | +136.5% | +91.5% |
| All | +105.3% | -27.6% | +133.0% | +91.5% |
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