-54.0%
RCAT vs IONS
-59.8%
+5.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -9.1% | +2.6% | -5.1% |
| 7D | -5.6% | -30.3% | +24.7% | -1.1% |
| 30D | -27.0% | -37.7% | +10.7% | -21.4% |
| 3M | -57.9% | -50.5% | -7.4% | -52.7% |
| 6M | -59.4% | -62.8% | +3.4% | -54.1% |
| YTD | -46.9% | -64.4% | +17.5% | -39.3% |
| 1Y | -54.0% | -59.5% | +5.4% | -51.8% |
| All | -54.0% | -59.8% | +5.7% | -51.8% |
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 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