-99.6%
RCAT vs IONS
-27.6%
-72.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -9.1% | +2.6% | -3.2% |
| 7D | -5.6% | -30.3% | +24.7% | +5.5% |
| 30D | -27.0% | -37.7% | +10.7% | -15.0% |
| 3M | -57.9% | -50.5% | -7.4% | -47.0% |
| 6M | -59.4% | -62.8% | +3.4% | -44.6% |
| YTD | -46.9% | -64.4% | +17.5% | -26.8% |
| 1Y | -54.0% | -59.5% | +5.4% | -39.5% |
| 3Y | +378.4% | -39.2% | +417.6% | +402.0% |
| 5Y | +61.9% | -15.3% | +77.3% | +35.2% |
| 10Y | -99.6% | -31.2% | -68.5% | -99.7% |
| All | -99.6% | -27.6% | -72.0% | -99.7% |
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 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