+155.0%
KMI vs IONS
-36.2%
+191.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.8% |
| 7D | +6.0% | -29.6% | +35.6% | +10.0% |
| 30D | -3.4% | -35.6% | +32.2% | +1.2% |
| 3M | +1.8% | -51.7% | +53.5% | +10.3% |
| 6M | +0.4% | -64.0% | +64.4% | +12.2% |
| YTD | +20.8% | -65.5% | +86.3% | +35.3% |
| 1Y | +23.0% | -62.4% | +85.4% | +36.1% |
| 3Y | +123.3% | -41.1% | +164.4% | +125.7% |
| 5Y | +149.8% | -16.5% | +166.2% | +131.6% |
| All | +155.0% | -36.2% | +191.2% | +143.0% |
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 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