+11.2%
RBRK vs IONS
-14.8%
+26.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | 0.0% | -2.7% |
| 7D | -7.5% | -6.7% | -0.8% | -7.8% |
| 30D | -10.4% | -4.1% | -6.3% | -10.7% |
| 3M | +21.3% | -26.6% | +47.8% | +17.5% |
| 6M | +50.6% | -27.5% | +78.2% | +45.6% |
| YTD | +13.3% | -31.5% | +44.8% | +9.6% |
| 1Y | +11.2% | -15.3% | +26.6% | +5.7% |
| All | +11.2% | -14.8% | +26.1% | +5.7% |
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