+12.5%
KHC vs IONS
-44.5%
+57.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.7% | +4.4% | +3.8% |
| 7D | +6.6% | -10.6% | +17.2% | +6.9% |
| 30D | +16.5% | -7.7% | +24.2% | +16.6% |
| 3M | -3.0% | -27.1% | +24.1% | -2.1% |
| 6M | +17.4% | -46.8% | +64.2% | +19.7% |
| YTD | +10.3% | -49.2% | +59.6% | +12.8% |
| 1Y | +12.5% | -44.9% | +57.4% | +14.8% |
| All | +12.5% | -44.5% | +57.0% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling