+88.8%
KRE vs IONS
+42.9%
+45.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.3% | -4.8% | +6.2% | +1.8% |
| 30D | -2.7% | +7.2% | -9.9% | -3.5% |
| 3M | +8.2% | -22.7% | +30.9% | +10.2% |
| 6M | +12.8% | -26.9% | +39.7% | +15.6% |
| YTD | +17.5% | -26.6% | +44.1% | +20.2% |
| 1Y | +16.6% | -2.1% | +18.7% | +14.6% |
| All | +88.8% | +42.9% | +45.9% | +71.0% |
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