-31.0%
KTOS vs IONS
-14.8%
-16.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.2% |
| 7D | -2.4% | -6.7% | +4.3% | -1.4% |
| 30D | -26.8% | -4.1% | -22.7% | -26.5% |
| 3M | -20.6% | -26.6% | +6.0% | -18.6% |
| 6M | -47.5% | -27.5% | -20.0% | -46.3% |
| YTD | -38.5% | -31.5% | -7.0% | -36.0% |
| 1Y | -31.0% | -15.3% | -15.7% | -25.7% |
| All | -31.0% | -14.8% | -16.2% | -25.7% |
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 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