+887.7%
KGC vs IONS
+266.7%
+621.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +3.0% |
| 7D | +10.5% | -9.4% | +19.9% | +10.8% |
| 30D | -4.1% | -10.7% | +6.7% | -3.7% |
| 3M | -13.1% | -27.7% | +14.6% | -12.2% |
| 6M | -27.5% | -48.7% | +21.2% | -26.2% |
| YTD | -20.7% | -50.2% | +29.5% | -19.1% |
| 1Y | -6.1% | -46.8% | +40.7% | -4.4% |
| 3Y | +318.6% | -14.8% | +333.4% | +318.0% |
| 5Y | +289.9% | +17.0% | +272.9% | +285.1% |
| 10Y | +501.8% | +45.3% | +456.5% | +484.4% |
| All | +887.7% | +266.7% | +621.0% | +811.7% |
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