+234.8%
RCL vs IONS
+47.7%
+187.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -5.1% | -4.8% | -0.2% | -4.0% |
| 30D | -19.0% | +7.2% | -26.2% | -20.5% |
| 3M | -9.6% | -22.7% | +13.1% | -5.5% |
| 6M | -6.7% | -26.9% | +20.2% | -0.9% |
| YTD | -3.9% | -26.6% | +22.7% | +1.9% |
| 1Y | -25.1% | -2.1% | -23.0% | -26.5% |
| 3Y | +179.1% | +43.4% | +135.7% | +127.0% |
| All | +234.8% | +47.7% | +187.1% | +152.2% |
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 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