+71.4%
KR vs IONS
-36.9%
+108.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.0% | +1.6% |
| 7D | +4.6% | -26.3% | +30.9% | +3.8% |
| 30D | +12.2% | -31.9% | +44.2% | +11.2% |
| 3M | +24.6% | -48.0% | +72.5% | +22.8% |
| 6M | +8.2% | -62.6% | +70.7% | +6.0% |
| YTD | +15.3% | -63.3% | +78.5% | +13.0% |
| 1Y | +9.8% | -58.4% | +68.1% | +7.7% |
| 3Y | +71.4% | -38.2% | +109.6% | +68.2% |
| All | +71.4% | -36.9% | +108.2% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling