+84.1%
KR vs IONS
-11.8%
+95.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.0% | +1.5% |
| 7D | +4.6% | -26.3% | +30.9% | +4.3% |
| 30D | +12.2% | -31.9% | +44.2% | +11.8% |
| 3M | +24.6% | -48.0% | +72.5% | +23.9% |
| 6M | +8.2% | -62.6% | +70.7% | +7.5% |
| YTD | +15.3% | -63.3% | +78.5% | +14.5% |
| 1Y | +9.8% | -58.4% | +68.1% | +9.0% |
| 3Y | +71.4% | -38.2% | +109.6% | +70.3% |
| All | +84.1% | -11.8% | +95.9% | +88.7% |
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