-57.8%
RCAT vs IONS
-44.5%
-13.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.7% | -9.6% | -10.1% |
| 7D | -18.5% | -10.6% | -8.0% | -16.3% |
| 30D | -37.0% | -7.7% | -29.3% | -35.7% |
| 3M | -54.9% | -27.1% | -27.8% | -51.9% |
| 6M | -63.6% | -46.8% | -16.9% | -60.7% |
| YTD | -49.6% | -49.2% | -0.3% | -44.6% |
| 1Y | -57.8% | -44.9% | -12.9% | -56.9% |
| All | -57.8% | -44.5% | -13.3% | -56.9% |
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