-1.3%
KMB vs IONS
-11.8%
+10.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.4% | -4.3% | +1.9% |
| 7D | +0.9% | -26.3% | +27.2% | +1.8% |
| 30D | +10.1% | -31.9% | +42.0% | +11.4% |
| 3M | 0.0% | -48.0% | +48.0% | +2.3% |
| 6M | +15.7% | -62.6% | +78.2% | +19.5% |
| YTD | +12.6% | -63.3% | +75.9% | +16.4% |
| 1Y | +10.1% | -58.4% | +68.5% | +13.3% |
| 3Y | +2.1% | -38.2% | +40.4% | +3.5% |
| All | -1.3% | -11.8% | +10.5% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling