+6,280.6%
RIO vs IONS
+440.4%
+5,840.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | 0.0% | -4.8% | +4.8% | +0.4% |
| 30D | +4.0% | +7.2% | -3.2% | +3.2% |
| 3M | +0.1% | -22.7% | +22.8% | +2.1% |
| 6M | +12.7% | -26.9% | +39.6% | +15.5% |
| YTD | +35.6% | -26.6% | +62.1% | +38.8% |
| 1Y | +73.7% | -2.1% | +75.8% | +72.6% |
| 3Y | +93.3% | +43.4% | +49.9% | +81.3% |
| 5Y | +92.4% | +47.0% | +45.4% | +77.1% |
| 10Y | +606.9% | +97.2% | +509.8% | +509.3% |
| All | +6,280.6% | +440.4% | +5,840.2% | +4,243.9% |
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