+261.1%
RCL vs IONS
+17.1%
+244.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.0% |
| 7D | +6.5% | -9.4% | +15.9% | +9.1% |
| 30D | +15.9% | -10.7% | +26.6% | +19.0% |
| 3M | +2.7% | -27.7% | +30.3% | +10.8% |
| 6M | +15.2% | -48.7% | +63.9% | +33.4% |
| YTD | +19.2% | -50.2% | +69.4% | +39.2% |
| 1Y | +31.6% | -46.8% | +78.4% | +50.8% |
| 3Y | +274.2% | -14.8% | +289.0% | +252.2% |
| All | +261.1% | +17.1% | +244.0% | +186.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling