+26.9%
KRE vs IONS
-44.5%
+71.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.7% |
| 7D | +2.8% | -10.6% | +13.4% | +2.9% |
| 30D | +5.3% | -7.7% | +13.0% | +5.4% |
| 3M | -4.2% | -27.1% | +22.9% | -3.8% |
| 6M | +8.7% | -46.8% | +55.5% | +8.6% |
| YTD | +16.4% | -49.2% | +65.6% | +16.6% |
| 1Y | +26.9% | -44.9% | +71.8% | +25.8% |
| All | +26.9% | -44.5% | +71.4% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling