+38.3%
KMB vs IONS
-32.1%
+70.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.4% | -4.3% | +1.8% |
| 7D | +0.9% | -26.3% | +27.2% | +2.1% |
| 30D | +10.1% | -31.9% | +42.0% | +11.8% |
| 3M | 0.0% | -48.0% | +48.0% | +2.8% |
| 6M | +15.7% | -62.6% | +78.2% | +20.4% |
| YTD | +12.6% | -63.3% | +75.9% | +17.3% |
| 1Y | +10.1% | -58.4% | +68.5% | +14.0% |
| 3Y | +2.1% | -38.2% | +40.4% | +3.2% |
| 5Y | -0.7% | -11.1% | +10.4% | -2.1% |
| All | +38.3% | -32.1% | +70.4% | +38.3% |
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