-28.2%
RBLX vs IONS
-44.7%
+16.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.4% | -9.3% | -4.4% |
| 7D | +1.2% | -26.3% | +27.5% | +7.6% |
| 30D | +5.0% | -31.9% | +36.9% | +13.9% |
| 3M | +31.5% | -48.0% | +79.5% | +51.7% |
| 6M | +18.9% | -62.6% | +81.5% | +46.7% |
| YTD | -38.4% | -63.3% | +24.9% | -23.9% |
| 1Y | -50.7% | -58.4% | +7.7% | -41.5% |
| 3Y | +28.8% | -38.2% | +67.0% | +27.1% |
| 5Y | -53.6% | -11.1% | -42.5% | -61.5% |
| All | -28.2% | -44.7% | +16.5% | -35.6% |
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