+33.0%
KRE vs IONS
+51.6%
-18.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.0% |
| 7D | +2.3% | -5.3% | +7.6% | +3.0% |
| 30D | -2.5% | +0.3% | -2.8% | -2.6% |
| 3M | +6.2% | -22.9% | +29.1% | +8.9% |
| 6M | +15.8% | -23.4% | +39.2% | +18.7% |
| YTD | +16.0% | -28.3% | +44.3% | +19.9% |
| 1Y | +16.2% | -7.0% | +23.2% | +15.1% |
| 3Y | +86.4% | +37.6% | +48.8% | +67.2% |
| 5Y | +33.0% | +53.4% | -20.4% | +15.6% |
| All | +33.0% | +51.6% | -18.6% | +15.6% |
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