-37.7%
RBLX vs IONS
+10.6%
-48.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.4% |
| 7D | +12.4% | -4.8% | +17.3% | +13.8% |
| 30D | +19.7% | +7.2% | +12.5% | +17.3% |
| 3M | -0.1% | -22.7% | +22.6% | +4.8% |
| 6M | -35.7% | -26.9% | -8.9% | -31.7% |
| YTD | -46.6% | -26.6% | -20.0% | -43.4% |
| 1Y | -66.6% | -2.1% | -64.5% | -67.8% |
| 3Y | +52.3% | +43.4% | +8.9% | +20.0% |
| 5Y | -47.7% | +47.0% | -94.7% | -62.0% |
| All | -37.7% | +10.6% | -48.3% | -52.1% |
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