+12.2%
KEY vs IONS
+17.1%
-4.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.8% |
| 7D | -1.3% | -9.4% | +8.1% | +0.1% |
| 30D | +5.1% | -10.7% | +15.9% | +6.7% |
| 3M | -7.1% | -27.7% | +20.6% | -3.1% |
| 6M | -4.4% | -48.7% | +44.3% | +3.8% |
| YTD | +4.0% | -50.2% | +54.2% | +13.2% |
| 1Y | +23.4% | -46.8% | +70.2% | +32.7% |
| 3Y | +113.9% | -14.8% | +128.8% | +104.8% |
| All | +12.2% | +17.1% | -4.9% | +3.2% |
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 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