+4,850.9%
KNX vs IONS
+1,274.8%
+3,576.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | +6.4% | -5.3% | +11.7% | +7.0% |
| 30D | +1.4% | +0.3% | +1.1% | +1.3% |
| 3M | -12.0% | -22.9% | +10.8% | -10.3% |
| 6M | +25.2% | -23.4% | +48.6% | +27.6% |
| YTD | +36.6% | -28.3% | +64.9% | +40.2% |
| 1Y | +67.6% | -7.0% | +74.6% | +67.3% |
| 3Y | +40.8% | +37.6% | +3.2% | +32.6% |
| 5Y | +43.3% | +53.4% | -10.0% | +31.3% |
| 10Y | +170.1% | +83.9% | +86.1% | +132.4% |
| All | +4,850.9% | +1,274.8% | +3,576.1% | +3,023.1% |
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