+485.8%
RIOT vs IONS
+87.6%
+398.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.1% | +3.5% |
| 7D | -1.5% | -6.7% | +5.2% | +1.1% |
| 30D | +5.7% | -4.1% | +9.8% | +6.9% |
| 3M | -17.9% | -26.6% | +8.7% | -10.1% |
| 6M | +45.0% | -27.5% | +72.5% | +60.0% |
| YTD | +69.5% | -31.5% | +100.9% | +91.5% |
| 1Y | +37.2% | -15.3% | +52.5% | +42.1% |
| 3Y | +111.7% | +31.3% | +80.4% | +72.2% |
| 5Y | -27.5% | +50.2% | -77.7% | -43.8% |
| All | +485.8% | +87.6% | +398.1% | +363.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling