+17.2%
KRMN vs IONS
+81.2%
-64.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.2% | -10.0% | -11.0% |
| 7D | -12.9% | -8.7% | -4.2% | -11.1% |
| 30D | -43.3% | -1.6% | -41.7% | -43.2% |
| 3M | -27.2% | -24.9% | -2.3% | -24.1% |
| 6M | -66.8% | -25.7% | -41.1% | -65.3% |
| YTD | -51.9% | -29.2% | -22.7% | -49.1% |
| 1Y | -43.7% | -13.0% | -30.6% | -42.4% |
| All | +17.2% | +81.2% | -64.0% | -3.7% |
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