+380.4%
RCL vs IONS
+17.3%
+363.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +0.9% |
| 7D | +6.5% | -9.4% | +15.9% | +9.3% |
| 30D | +15.9% | -10.7% | +26.6% | +19.3% |
| 3M | +2.7% | -27.7% | +30.3% | +11.4% |
| 6M | +15.2% | -48.7% | +63.9% | +34.8% |
| YTD | +19.2% | -50.2% | +69.4% | +40.8% |
| 1Y | +31.6% | -46.8% | +78.4% | +52.3% |
| 3Y | +274.2% | -14.8% | +289.0% | +256.9% |
| 5Y | +250.1% | +17.0% | +233.1% | +194.3% |
| All | +380.4% | +17.3% | +363.1% | +309.3% |
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