-99.6%
RCAT vs IONS
-5.7%
-93.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -21.4% | +32.7% | +18.9% |
| 7D | +1.1% | -24.8% | +26.0% | +10.0% |
| 30D | -22.0% | -31.5% | +9.5% | -12.1% |
| 3M | -51.1% | -45.2% | -5.9% | -40.7% |
| 6M | -56.6% | -59.1% | +2.4% | -42.8% |
| YTD | -43.3% | -60.8% | +17.6% | -24.4% |
| 1Y | -51.5% | -57.9% | +6.3% | -37.1% |
| 3Y | +411.4% | -34.5% | +445.8% | +423.3% |
| 5Y | +74.4% | -8.8% | +83.2% | +42.4% |
| 10Y | -99.6% | -19.2% | -80.4% | -99.7% |
| All | -99.6% | -5.7% | -93.9% | -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