-33.9%
KWEB vs IONS
-44.5%
+10.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.1% | +4.5% |
| 7D | +5.8% | -10.6% | +16.4% | +6.8% |
| 30D | -1.0% | -7.7% | +6.7% | -0.3% |
| 3M | -15.8% | -27.1% | +11.3% | -13.6% |
| 6M | -14.9% | -46.8% | +31.9% | -11.9% |
| YTD | -28.6% | -49.2% | +20.7% | -25.4% |
| 1Y | -33.9% | -44.9% | +11.0% | -31.3% |
| All | -33.9% | -44.5% | +10.6% | -31.3% |
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