+101.5%
RIO vs IONS
+46.3%
+55.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | 0.0% | -4.8% | +4.8% | +0.2% |
| 30D | +4.0% | +7.2% | -3.2% | +3.6% |
| 3M | +0.1% | -22.7% | +22.8% | +1.2% |
| 6M | +12.7% | -26.9% | +39.6% | +14.2% |
| YTD | +35.6% | -26.6% | +62.1% | +37.3% |
| 1Y | +73.7% | -2.1% | +75.8% | +73.3% |
| All | +101.5% | +46.3% | +55.2% | +95.1% |
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