+53.9%
RGTI vs IONS
+33.7%
+20.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.1% |
| 7D | +2.5% | -8.7% | +11.1% | +6.2% |
| 30D | -13.7% | -1.6% | -12.0% | -13.4% |
| 3M | -22.6% | -24.9% | +2.3% | -15.7% |
| 6M | -13.4% | -25.7% | +12.3% | -5.3% |
| YTD | -31.2% | -29.2% | -2.0% | -23.1% |
| 1Y | -7.6% | -13.0% | +5.4% | -4.8% |
| 3Y | +669.7% | +35.9% | +633.8% | +501.9% |
| 5Y | +57.0% | +54.5% | +2.5% | +15.4% |
| All | +53.9% | +33.7% | +20.2% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling