-8.0%
KMB vs IONS
+47.7%
-55.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.0% | -4.8% | +1.8% | -2.9% |
| 30D | -5.5% | +7.2% | -12.7% | -5.7% |
| 3M | +14.0% | -22.7% | +36.7% | +14.9% |
| 6M | +4.1% | -26.9% | +31.0% | +5.1% |
| YTD | +8.0% | -26.6% | +34.6% | +9.1% |
| 1Y | -13.7% | -2.1% | -11.6% | -13.7% |
| 3Y | -5.9% | +43.4% | -49.4% | -7.3% |
| All | -8.0% | +47.7% | -55.8% | -10.0% |
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 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