+2,909.0%
KO vs IONS
+440.4%
+2,468.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | -1.8% | -4.8% | +3.1% | -1.6% |
| 30D | +1.4% | +7.2% | -5.8% | +1.1% |
| 3M | +15.4% | -22.7% | +38.1% | +16.4% |
| 6M | +14.3% | -26.9% | +41.2% | +15.5% |
| YTD | +27.7% | -26.6% | +54.2% | +28.9% |
| 1Y | +32.7% | -2.1% | +34.8% | +32.4% |
| 3Y | +62.2% | +43.4% | +18.8% | +57.9% |
| 5Y | +80.0% | +47.0% | +33.0% | +73.8% |
| 10Y | +175.6% | +97.2% | +78.4% | +158.7% |
| All | +2,909.0% | +440.4% | +2,468.7% | +2,329.6% |
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