+1,750.7%
KKR vs IONS
+500.7%
+1,249.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | -0.9% | -4.8% | +4.0% | -0.1% |
| 30D | +2.2% | +7.2% | -5.0% | +0.7% |
| 3M | +13.1% | -22.7% | +35.7% | +16.9% |
| 6M | +15.3% | -26.9% | +42.1% | +20.2% |
| YTD | -15.0% | -26.6% | +11.6% | -11.7% |
| 1Y | -21.0% | -2.1% | -18.9% | -22.5% |
| 3Y | +76.7% | +43.4% | +33.3% | +55.8% |
| 5Y | +74.3% | +47.0% | +27.4% | +50.0% |
| 10Y | +753.7% | +97.2% | +656.5% | +565.9% |
| All | +1,750.7% | +500.7% | +1,249.9% | +726.6% |
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