-24.5%
KVUE vs IONS
+54.8%
-79.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | -5.1% | -6.7% | +1.6% | -5.0% |
| 30D | -6.3% | -4.1% | -2.2% | -6.2% |
| 3M | -0.5% | -26.6% | +26.1% | 0.0% |
| 6M | +3.1% | -27.5% | +30.6% | +3.6% |
| YTD | +6.7% | -31.5% | +38.2% | +7.3% |
| 1Y | -1.1% | -15.3% | +14.2% | -0.8% |
| 3Y | -8.7% | +31.3% | -40.0% | -8.2% |
| All | -24.5% | +54.8% | -79.3% | -23.7% |
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 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