+254.5%
RCL vs IONS
-38.5%
+292.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.4% |
| 7D | +0.6% | -29.4% | +30.0% | +4.7% |
| 30D | +19.4% | -35.1% | +54.5% | +25.8% |
| 3M | +9.8% | -48.9% | +58.7% | +19.6% |
| 6M | +28.6% | -62.4% | +91.1% | +44.9% |
| YTD | +22.2% | -64.2% | +86.3% | +38.8% |
| 1Y | +29.7% | -60.9% | +90.6% | +45.7% |
| All | +254.5% | -38.5% | +292.9% | +239.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling