+293.8%
RCL vs IONS
-18.9%
+312.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.6% | -0.3% | -3.1% |
| 7D | -0.2% | -29.6% | +29.4% | +7.1% |
| 30D | +14.4% | -35.6% | +49.9% | +25.4% |
| 3M | +5.2% | -51.7% | +56.9% | +23.5% |
| 6M | +26.1% | -64.0% | +90.1% | +56.7% |
| YTD | +17.4% | -65.5% | +82.8% | +47.6% |
| 1Y | +24.7% | -62.4% | +87.1% | +53.3% |
| 3Y | +250.9% | -41.1% | +292.0% | +256.6% |
| 5Y | +293.8% | -16.5% | +310.3% | +230.2% |
| All | +293.8% | -18.9% | +312.7% | +230.2% |
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