+782.7%
KEY vs IONS
+260.9%
+521.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.6% | -2.3% |
| 7D | -2.5% | -12.6% | +10.1% | -0.9% |
| 30D | +4.1% | -11.8% | +15.9% | +5.5% |
| 3M | -8.4% | -28.4% | +20.0% | -4.9% |
| 6M | -2.3% | -48.4% | +46.2% | +4.6% |
| YTD | +4.6% | -51.0% | +55.5% | +12.5% |
| 1Y | +24.6% | -48.0% | +72.6% | +33.0% |
| 3Y | +112.8% | -17.8% | +130.6% | +110.9% |
| 5Y | +12.9% | +15.2% | -2.2% | +5.9% |
| 10Y | +126.7% | +43.0% | +83.7% | +101.0% |
| All | +782.7% | +260.9% | +521.7% | +490.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling