+115.0%
KMI vs IONS
+224.1%
-109.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +0.2% | -29.4% | +29.7% | +3.6% |
| 30D | -3.7% | -35.1% | +31.5% | +0.4% |
| 3M | +1.2% | -48.9% | +50.1% | +8.1% |
| 6M | -0.3% | -62.4% | +62.2% | +9.6% |
| YTD | +19.2% | -64.2% | +83.4% | +31.4% |
| 1Y | +21.7% | -60.9% | +82.6% | +32.7% |
| 3Y | +120.4% | -38.9% | +159.3% | +123.0% |
| 5Y | +144.9% | -15.6% | +160.5% | +133.5% |
| 10Y | +155.6% | -33.5% | +189.0% | +141.5% |
| All | +115.0% | +224.1% | -109.1% | +58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling