+8.2%
RBRK vs IONS
-2.1%
+10.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | +0.7% | -4.8% | +5.5% | +0.5% |
| 30D | +10.4% | +7.2% | +3.2% | +10.4% |
| 3M | +21.6% | -22.7% | +44.3% | +18.7% |
| 6M | +70.7% | -26.9% | +97.6% | +67.2% |
| YTD | +22.5% | -26.6% | +49.0% | +19.4% |
| 1Y | +8.2% | -2.1% | +10.3% | -8.4% |
| All | +8.2% | -2.1% | +10.3% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling