+41.1%
KMB vs IONS
-27.6%
+68.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.1% | +8.0% | -0.7% |
| 7D | +6.0% | -30.3% | +36.3% | +7.5% |
| 30D | +13.5% | -37.7% | +51.2% | +15.7% |
| 3M | +3.8% | -50.5% | +54.3% | +6.8% |
| 6M | +15.6% | -62.8% | +78.3% | +20.3% |
| YTD | +14.0% | -64.4% | +78.4% | +18.9% |
| 1Y | +12.9% | -59.5% | +72.4% | +17.0% |
| 3Y | +3.7% | -39.2% | +42.9% | +4.9% |
| 5Y | -0.1% | -15.3% | +15.3% | -1.2% |
| 10Y | +41.1% | -31.2% | +72.3% | +40.9% |
| All | +41.1% | -27.6% | +68.8% | +40.9% |
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