+31.6%
RCL vs IONS
-47.1%
+78.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.1% |
| 7D | +6.5% | -9.4% | +15.9% | +8.3% |
| 30D | +15.9% | -10.7% | +26.6% | +18.1% |
| 3M | +2.7% | -27.7% | +30.3% | +8.6% |
| 6M | +15.2% | -48.7% | +63.9% | +24.5% |
| YTD | +19.2% | -50.2% | +69.4% | +30.7% |
| 1Y | +31.6% | -46.8% | +78.4% | +44.3% |
| All | +31.6% | -47.1% | +78.7% | +44.3% |
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 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