+26.9%
RIO vs IONS
-59.1%
+86.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | +0.5% | -29.4% | +29.9% | +2.1% |
| 30D | -9.9% | -35.1% | +25.2% | -7.8% |
| 3M | -14.0% | -48.9% | +34.9% | -10.3% |
| 6M | -19.5% | -62.4% | +42.9% | -15.6% |
| YTD | +11.5% | -64.2% | +75.7% | +18.5% |
| 1Y | +26.9% | -60.9% | +87.8% | +34.1% |
| All | +26.9% | -59.1% | +86.1% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling