+288.8%
KLAC vs IONS
+39.5%
+249.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.1% |
| 7D | +10.6% | -5.3% | +15.9% | +11.3% |
| 30D | -4.5% | +0.3% | -4.8% | -4.6% |
| 3M | -10.3% | -22.9% | +12.6% | -8.9% |
| 6M | +40.9% | -23.4% | +64.3% | +43.1% |
| YTD | +56.1% | -28.3% | +84.4% | +60.2% |
| 1Y | +109.0% | -7.0% | +116.1% | +106.0% |
| 3Y | +288.8% | +37.6% | +251.2% | +250.0% |
| All | +288.8% | +39.5% | +249.3% | +250.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling