-59.7%
KRMN vs IONS
-44.5%
-15.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -0.7% | -12.8% | -13.4% |
| 7D | -10.0% | -10.6% | +0.5% | -7.9% |
| 30D | +3.5% | -7.7% | +11.2% | +5.2% |
| 3M | -36.7% | -27.1% | -9.6% | -32.5% |
| 6M | -47.7% | -46.8% | -0.9% | -42.5% |
| YTD | -53.3% | -49.2% | -4.1% | -47.0% |
| 1Y | -59.7% | -44.9% | -14.7% | -56.4% |
| All | -59.7% | -44.5% | -15.1% | -56.4% |
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