+33.6%
KO vs IONS
-12.6%
+46.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -1.1% | -4.3% | +3.2% | -0.9% |
| 30D | +1.6% | +0.4% | +1.1% | +1.5% |
| 3M | +5.8% | -24.1% | +29.9% | +7.3% |
| 6M | +14.3% | -26.4% | +40.7% | +16.1% |
| YTD | +27.3% | -29.7% | +57.0% | +29.5% |
| All | +33.6% | -12.6% | +46.1% | +34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling