+3,081.4%
KR vs IONS
+404.3%
+2,677.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +2.8% |
| 7D | -0.2% | -6.7% | +6.5% | +0.1% |
| 30D | +5.1% | -4.1% | +9.2% | +5.2% |
| 3M | -8.2% | -26.6% | +18.4% | -7.1% |
| 6M | -18.0% | -27.5% | +9.5% | -17.0% |
| YTD | -4.8% | -31.5% | +26.7% | -3.5% |
| 1Y | -11.0% | -15.3% | +4.3% | -10.8% |
| 3Y | +37.7% | +31.3% | +6.4% | +33.8% |
| 5Y | +52.8% | +50.2% | +2.6% | +46.2% |
| 10Y | +128.8% | +86.9% | +41.9% | +111.3% |
| All | +3,081.4% | +404.3% | +2,677.1% | +2,297.8% |
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