+72.6%
KKR vs IONS
+52.5%
+20.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.3% |
| 7D | -2.2% | -8.7% | +6.5% | -0.6% |
| 30D | +0.3% | -1.6% | +1.9% | +0.4% |
| 3M | +8.8% | -24.9% | +33.7% | +13.1% |
| 6M | +14.9% | -25.7% | +40.6% | +19.5% |
| YTD | -17.9% | -29.2% | +11.3% | -14.0% |
| 1Y | -23.7% | -13.0% | -10.7% | -24.1% |
| 3Y | +69.1% | +35.9% | +33.1% | +41.0% |
| 5Y | +72.6% | +54.5% | +18.1% | +35.0% |
| All | +72.6% | +52.5% | +20.0% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling