+3,751.0%
KR vs IONS
+170.3%
+3,580.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.0% | +1.1% |
| 7D | +4.6% | -26.3% | +30.9% | +5.9% |
| 30D | +12.2% | -31.9% | +44.2% | +14.0% |
| 3M | +24.6% | -48.0% | +72.5% | +28.0% |
| 6M | +8.2% | -62.6% | +70.7% | +12.5% |
| YTD | +15.3% | -63.3% | +78.5% | +19.9% |
| 1Y | +9.8% | -58.4% | +68.1% | +13.5% |
| 3Y | +71.4% | -38.2% | +109.6% | +72.2% |
| 5Y | +85.1% | -11.1% | +96.2% | +81.0% |
| 10Y | +159.4% | -31.7% | +191.1% | +151.0% |
| All | +3,751.0% | +170.3% | +3,580.7% | +2,878.2% |
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 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