+14.4%
KRMN vs IONS
+80.0%
-65.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | -15.1% | -4.3% | -10.9% | -14.3% |
| 30D | -44.5% | +0.4% | -44.9% | -44.6% |
| 3M | -25.0% | -24.1% | -0.9% | -22.1% |
| 6M | -66.5% | -26.4% | -40.1% | -64.9% |
| YTD | -53.0% | -29.7% | -23.3% | -50.2% |
| 1Y | -44.7% | -13.0% | -31.7% | -43.5% |
| All | +14.4% | +80.0% | -65.6% | -5.8% |
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