+35.8%
KNX vs IONS
+31.9%
+3.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.2% |
| 7D | -5.6% | -6.7% | +1.1% | -4.8% |
| 30D | -4.4% | -4.1% | -0.3% | -4.0% |
| 3M | -17.3% | -26.6% | +9.2% | -15.0% |
| 6M | +22.6% | -27.5% | +50.1% | +26.0% |
| YTD | +31.1% | -31.5% | +62.6% | +36.1% |
| 1Y | +60.2% | -15.3% | +75.6% | +60.4% |
| 3Y | +35.8% | +31.3% | +4.5% | +23.3% |
| All | +35.8% | +31.9% | +3.9% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling