+1,578.5%
NOK vs IONS
+811.2%
+767.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.7% | +2.7% |
| 7D | -1.8% | -4.8% | +3.1% | -1.0% |
| 30D | +4.7% | +7.2% | -2.5% | +3.5% |
| 3M | -39.7% | -22.7% | -17.0% | -38.0% |
| 6M | +23.1% | -26.9% | +50.0% | +27.5% |
| YTD | +55.0% | -26.6% | +81.6% | +60.3% |
| 1Y | +118.0% | -2.1% | +120.2% | +115.4% |
| 3Y | +170.5% | +43.4% | +127.1% | +144.5% |
| 5Y | +84.9% | +47.0% | +37.9% | +63.1% |
| 10Y | +112.0% | +97.2% | +14.8% | +66.6% |
| All | +1,578.5% | +811.2% | +767.3% | +665.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling