+652.2%
RGTI vs IONS
+31.9%
+620.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.7% |
| 7D | +0.5% | -6.7% | +7.1% | +3.1% |
| 30D | -17.1% | -4.1% | -13.0% | -16.1% |
| 3M | -26.0% | -26.6% | +0.6% | -19.6% |
| 6M | -9.9% | -27.5% | +17.7% | -1.5% |
| YTD | -31.1% | -31.5% | +0.4% | -22.7% |
| 1Y | -8.5% | -15.3% | +6.8% | -5.0% |
| 3Y | +652.2% | +31.3% | +620.9% | +540.1% |
| All | +652.2% | +31.9% | +620.4% | +540.1% |
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