+1.6%
KMB vs IONS
-16.4%
+18.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -1.9% |
| 7D | +0.5% | -9.4% | +9.9% | +1.0% |
| 30D | +12.4% | -10.7% | +23.1% | +13.0% |
| 3M | +1.0% | -27.7% | +28.6% | +2.7% |
| 6M | +12.1% | -48.7% | +60.9% | +15.7% |
| YTD | +11.6% | -50.2% | +61.8% | +15.3% |
| 1Y | +13.1% | -46.8% | +59.9% | +16.4% |
| 3Y | +1.6% | -14.8% | +16.4% | +4.0% |
| All | +1.6% | -16.4% | +18.0% | +4.0% |
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