-53.4%
RCAT vs IONS
-27.8%
-25.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | +1.6% | +17.1% | +17.9% |
| 7D | -12.7% | -9.4% | -3.3% | -9.8% |
| 30D | -34.3% | -10.7% | -23.6% | -31.7% |
| 3M | -53.4% | -27.7% | -25.7% | -50.9% |
| All | -53.4% | -27.8% | -25.6% | -50.9% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling