+183.7%
NOK vs IONS
+39.5%
+144.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.6% | +6.3% |
| 7D | +7.3% | -5.3% | +12.5% | +7.6% |
| 30D | +13.8% | +0.3% | +13.5% | +13.7% |
| 3M | -27.0% | -22.9% | -4.1% | -26.7% |
| 6M | +37.6% | -23.4% | +61.0% | +38.3% |
| YTD | +64.6% | -28.3% | +92.9% | +66.6% |
| 1Y | +132.0% | -7.0% | +139.1% | +128.8% |
| 3Y | +183.7% | +37.6% | +146.0% | +175.7% |
| All | +183.7% | +39.5% | +144.1% | +175.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling