+16.9%
KMB vs IONS
+96.6%
-79.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.0% | -4.8% | +1.8% | -2.8% |
| 30D | -5.5% | +7.2% | -12.7% | -5.8% |
| 3M | +14.0% | -22.7% | +36.7% | +15.1% |
| 6M | +4.1% | -26.9% | +31.0% | +5.3% |
| YTD | +8.0% | -26.6% | +34.6% | +9.3% |
| 1Y | -13.7% | -2.1% | -11.6% | -13.9% |
| 3Y | -5.9% | +43.4% | -49.4% | -8.4% |
| 5Y | -8.6% | +47.0% | -55.6% | -11.6% |
| All | +16.9% | +96.6% | -79.7% | +7.8% |
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