+35.3%
KRMN vs IONS
-6.0%
+41.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | -0.9% |
| 7D | -10.9% | -26.3% | +15.4% | -5.9% |
| 30D | +34.9% | -31.9% | +66.8% | +44.7% |
| 3M | -32.8% | -48.0% | +15.2% | -24.2% |
| 6M | -39.6% | -62.6% | +23.0% | -28.1% |
| YTD | -44.4% | -63.3% | +18.8% | -33.6% |
| 1Y | -32.2% | -58.4% | +26.2% | -20.6% |
| All | +35.3% | -6.0% | +41.3% | +25.6% |
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 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