+83.1%
KO vs IONS
+53.9%
+29.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | -1.1% | -4.3% | +3.2% | -1.0% |
| 30D | +1.6% | +0.4% | +1.1% | +1.5% |
| 3M | +5.8% | -24.1% | +29.9% | +6.7% |
| 6M | +14.3% | -26.4% | +40.7% | +15.4% |
| YTD | +27.3% | -29.7% | +57.0% | +28.7% |
| 1Y | +33.2% | -13.0% | +46.2% | +33.6% |
| 3Y | +64.5% | +35.0% | +29.4% | +61.2% |
| 5Y | +83.1% | +54.2% | +28.9% | +78.1% |
| All | +83.1% | +53.9% | +29.2% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling