+2,381.5%
KLAC vs IONS
-29.6%
+2,411.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +5.1% |
| 7D | +7.5% | -29.4% | +36.9% | +14.9% |
| 30D | -15.3% | -35.1% | +19.8% | -7.7% |
| 3M | -19.6% | -48.9% | +29.3% | -7.7% |
| 6M | -12.5% | -62.4% | +49.9% | +6.0% |
| YTD | +33.0% | -64.2% | +97.2% | +62.8% |
| 1Y | +35.9% | -60.9% | +96.8% | +62.6% |
| 3Y | +208.6% | -38.9% | +247.5% | +213.0% |
| 5Y | +309.5% | -15.6% | +325.1% | +264.5% |
| 10Y | +2,381.5% | -33.5% | +2,415.0% | +2,212.4% |
| All | +2,381.5% | -29.6% | +2,411.1% | +2,212.4% |
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