+258.5%
OKE vs IONS
+87.6%
+170.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.4% |
| 7D | +1.2% | -6.7% | +7.9% | +2.4% |
| 30D | +4.5% | -4.1% | +8.6% | +5.1% |
| 3M | +9.6% | -26.6% | +36.2% | +14.3% |
| 6M | +15.4% | -27.5% | +42.9% | +20.2% |
| YTD | +36.5% | -31.5% | +67.9% | +43.3% |
| 1Y | +39.0% | -15.3% | +54.3% | +40.3% |
| 3Y | +74.3% | +31.3% | +43.0% | +55.2% |
| 5Y | +141.2% | +50.2% | +91.0% | +101.4% |
| All | +258.5% | +87.6% | +170.9% | +201.0% |
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