-54.0%
RCAT vs IONS
-61.6%
+7.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.6% | -4.7% | -7.7% |
| 7D | +15.6% | -29.6% | +45.2% | +20.7% |
| 30D | -24.1% | -35.6% | +11.5% | -18.7% |
| 3M | -61.9% | -51.7% | -10.2% | -56.6% |
| 6M | -64.3% | -64.0% | -0.3% | -59.0% |
| YTD | -50.4% | -65.5% | +15.1% | -42.5% |
| 1Y | -54.0% | -62.4% | +8.4% | -51.1% |
| All | -54.0% | -61.6% | +7.6% | -51.1% |
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