-54.1%
KHC vs IONS
-5.7%
-48.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -21.4% | +20.6% | +0.6% |
| 7D | -2.0% | -24.8% | +22.8% | -0.4% |
| 30D | +9.7% | -31.5% | +41.2% | +12.2% |
| 3M | -2.0% | -45.2% | +43.2% | +1.6% |
| 6M | +5.4% | -59.1% | +64.5% | +11.2% |
| YTD | +5.9% | -60.8% | +66.7% | +11.9% |
| 1Y | +7.5% | -57.9% | +65.3% | +12.9% |
| 3Y | -12.4% | -34.5% | +22.1% | -12.2% |
| 5Y | -15.8% | -8.8% | -7.0% | -19.7% |
| 10Y | -54.1% | -19.2% | -34.8% | -53.5% |
| All | -54.1% | -5.7% | -48.4% | -53.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling