-24.4%
KVUE vs IONS
+58.9%
-83.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -6.1% | -4.3% | -1.9% | -6.0% |
| 30D | -5.6% | +0.4% | -6.0% | -5.6% |
| 3M | -0.3% | -24.1% | +23.8% | +0.1% |
| 6M | +1.4% | -26.4% | +27.8% | +1.8% |
| YTD | +6.7% | -29.7% | +36.4% | +7.3% |
| 1Y | +1.0% | -13.0% | +14.0% | +1.3% |
| 3Y | -5.4% | +35.0% | -40.4% | -4.8% |
| All | -24.4% | +58.9% | -83.4% | -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 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