+17.4%
KRMN vs IONS
+75.4%
-58.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.2% | +3.2% |
| 7D | -11.8% | -6.7% | -5.1% | -10.4% |
| 30D | -43.0% | -4.1% | -38.9% | -42.5% |
| 3M | -28.8% | -26.6% | -2.3% | -25.6% |
| 6M | -66.3% | -27.5% | -38.8% | -64.6% |
| YTD | -51.8% | -31.5% | -20.3% | -48.6% |
| 1Y | -44.7% | -15.3% | -29.4% | -43.1% |
| All | +17.4% | +75.4% | -58.0% | -2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling