+130.2%
KMI vs IONS
+92.6%
+37.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | -2.1% | -4.3% | +2.2% | -1.5% |
| 30D | -1.7% | +0.4% | -2.1% | -1.8% |
| 3M | -1.9% | -24.1% | +22.2% | +0.9% |
| 6M | -4.3% | -26.4% | +22.1% | -1.4% |
| YTD | +15.8% | -29.7% | +45.5% | +19.9% |
| 1Y | +17.6% | -13.0% | +30.6% | +18.1% |
| 3Y | +113.1% | +35.0% | +78.1% | +95.0% |
| 5Y | +154.0% | +54.2% | +99.8% | +121.2% |
| All | +130.2% | +92.6% | +37.6% | +88.3% |
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