+3,311.2%
KO vs IONS
+170.3%
+3,140.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.4% | -4.6% | +1.6% |
| 7D | +3.7% | -26.3% | +30.0% | +4.9% |
| 30D | +8.1% | -31.9% | +40.1% | +9.7% |
| 3M | +14.2% | -48.0% | +62.2% | +17.0% |
| 6M | +25.2% | -62.6% | +87.8% | +29.8% |
| YTD | +44.7% | -63.3% | +108.0% | +50.1% |
| 1Y | +43.4% | -58.4% | +101.8% | +47.9% |
| 3Y | +90.1% | -38.2% | +128.3% | +91.3% |
| 5Y | +103.0% | -11.1% | +114.1% | +99.7% |
| 10Y | +229.8% | -31.7% | +261.5% | +222.9% |
| All | +3,311.2% | +170.3% | +3,140.9% | +2,727.6% |
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