+31.5%
RCL vs IONS
-59.3%
+90.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.1% | +9.9% | +2.0% |
| 7D | +8.5% | -30.3% | +38.8% | +13.2% |
| 30D | +20.4% | -37.7% | +58.1% | +28.2% |
| 3M | +11.0% | -50.5% | +61.5% | +23.7% |
| 6M | +24.9% | -62.8% | +87.6% | +39.5% |
| YTD | +23.9% | -64.4% | +88.2% | +41.6% |
| All | +31.5% | -59.3% | +90.9% | +45.2% |
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