+1,584.4%
KKR vs IONS
+200.5%
+1,383.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | -0.2% |
| 7D | +1.6% | -26.3% | +27.9% | +6.4% |
| 30D | +14.5% | -31.9% | +46.5% | +21.5% |
| 3M | -15.0% | -48.0% | +33.0% | -5.6% |
| 6M | +1.0% | -62.6% | +63.6% | +17.5% |
| YTD | -22.6% | -63.3% | +40.6% | -10.0% |
| 1Y | -18.2% | -58.4% | +40.2% | -7.2% |
| 3Y | +56.4% | -38.2% | +94.6% | +59.2% |
| 5Y | +29.6% | -11.1% | +40.7% | +21.1% |
| 10Y | +671.3% | -31.7% | +703.0% | +617.4% |
| All | +1,584.4% | +200.5% | +1,383.9% | +742.0% |
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 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