+658.7%
KGC vs IONS
+88.4%
+570.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | 0.0% | -2.2% |
| 7D | +2.4% | -5.3% | +7.7% | +2.8% |
| 30D | +9.2% | +0.3% | +9.0% | +9.2% |
| 3M | +16.7% | -22.9% | +39.6% | +18.3% |
| 6M | -7.0% | -23.4% | +16.4% | -5.7% |
| YTD | +7.5% | -28.3% | +35.8% | +9.6% |
| 1Y | +34.4% | -7.0% | +41.4% | +34.5% |
| 3Y | +552.0% | +37.6% | +514.4% | +527.5% |
| 5Y | +454.5% | +53.4% | +401.1% | +429.5% |
| 10Y | +658.7% | +83.9% | +574.7% | +624.0% |
| All | +658.7% | +88.4% | +570.3% | +624.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling