+514.9%
MKSI vs IONS
+87.6%
+427.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +2.8% |
| 7D | +2.7% | -6.7% | +9.4% | +4.6% |
| 30D | -12.8% | -4.1% | -8.7% | -12.0% |
| 3M | -22.5% | -26.6% | +4.0% | -17.8% |
| 6M | +19.4% | -27.5% | +46.9% | +27.0% |
| YTD | +67.7% | -31.5% | +99.2% | +81.0% |
| 1Y | +131.4% | -15.3% | +146.8% | +134.5% |
| 3Y | +197.3% | +31.3% | +166.0% | +151.0% |
| 5Y | +87.0% | +50.2% | +36.8% | +47.3% |
| All | +514.9% | +87.6% | +427.3% | +387.2% |
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