-62.4%
IONS vs RBA
-5.6%
-56.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.6% |
| 7D | -29.6% | -0.5% | -29.1% | -29.6% |
| 30D | -35.6% | +6.8% | -42.4% | -35.7% |
| 3M | -51.7% | +9.5% | -61.1% | -51.9% |
| 6M | -64.0% | -8.2% | -55.8% | -63.2% |
| YTD | -65.5% | -7.7% | -57.7% | -64.6% |
| 1Y | -62.4% | -6.9% | -55.5% | -61.5% |
| All | -62.4% | -5.6% | -56.9% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling