+117.9%
KMI vs IONS
+212.5%
-94.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.7% |
| 7D | +6.0% | -29.6% | +35.6% | +9.6% |
| 30D | -3.4% | -35.6% | +32.2% | +0.8% |
| 3M | +1.8% | -51.7% | +53.5% | +9.3% |
| 6M | +0.4% | -64.0% | +64.4% | +10.8% |
| YTD | +20.8% | -65.5% | +86.3% | +33.7% |
| 1Y | +23.0% | -62.4% | +85.4% | +34.7% |
| 3Y | +123.3% | -41.1% | +164.4% | +126.8% |
| 5Y | +149.8% | -16.5% | +166.2% | +138.3% |
| 10Y | +159.0% | -35.8% | +194.8% | +145.6% |
| All | +117.9% | +212.5% | -94.6% | +61.1% |
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