-99.8%
RCAT vs IONS
-36.2%
-63.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.6% | -4.7% | -7.1% |
| 7D | +15.6% | -29.6% | +45.2% | +27.6% |
| 30D | -24.1% | -35.6% | +11.5% | -13.4% |
| 3M | -61.9% | -51.7% | -10.2% | -52.2% |
| 6M | -64.3% | -64.0% | -0.3% | -51.7% |
| YTD | -50.4% | -65.5% | +15.1% | -32.2% |
| 1Y | -54.0% | -62.4% | +8.4% | -38.8% |
| 3Y | +347.2% | -41.1% | +388.3% | +374.5% |
| 5Y | +45.7% | -16.5% | +62.2% | +24.8% |
| All | -99.8% | -36.2% | -63.6% | -99.8% |
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