+1,271.0%
KGC vs IONS
+440.4%
+830.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -1.3% | -4.8% | +3.6% | -1.1% |
| 30D | +20.3% | +7.2% | +13.1% | +20.0% |
| 3M | +8.1% | -22.7% | +30.8% | +8.7% |
| 6M | -8.8% | -26.9% | +18.1% | -8.1% |
| YTD | +10.1% | -26.6% | +36.6% | +10.9% |
| 1Y | +44.2% | -2.1% | +46.3% | +44.1% |
| 3Y | +533.0% | +43.4% | +489.6% | +522.1% |
| 5Y | +443.0% | +47.0% | +396.0% | +431.7% |
| 10Y | +678.6% | +97.2% | +581.4% | +648.5% |
| All | +1,271.0% | +440.4% | +830.7% | +1,150.4% |
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