-43.6%
KWEB vs IONS
+53.9%
-97.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | -4.3% | -4.3% | 0.0% | -3.5% |
| 30D | -13.0% | +0.4% | -13.4% | -13.1% |
| 3M | -7.6% | -24.1% | +16.5% | -3.9% |
| 6M | -21.1% | -26.4% | +5.3% | -17.5% |
| YTD | -28.2% | -29.7% | +1.4% | -24.3% |
| 1Y | -34.9% | -13.0% | -21.8% | -34.5% |
| 3Y | -0.8% | +35.0% | -35.8% | -14.5% |
| 5Y | -43.6% | +54.2% | -97.8% | -56.1% |
| All | -43.6% | +53.9% | -97.5% | -56.1% |
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