+55.6%
RGTI vs IONS
+54.3%
+1.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.2% |
| 7D | -0.1% | -4.3% | +4.1% | +1.7% |
| 30D | -16.2% | +0.4% | -16.6% | -16.7% |
| 3M | -22.0% | -24.1% | +2.1% | -15.2% |
| 6M | -10.8% | -26.4% | +15.7% | -1.6% |
| YTD | -31.6% | -29.7% | -1.9% | -22.9% |
| 1Y | -6.4% | -13.0% | +6.7% | -3.5% |
| 3Y | +665.7% | +35.0% | +630.6% | +487.6% |
| All | +55.6% | +54.3% | +1.4% | +10.1% |
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 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