+805.4%
RIOT vs IONS
+48.2%
+757.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +14.8% | -4.8% | +19.6% | +16.5% |
| 30D | +1.4% | +7.2% | -5.8% | -1.5% |
| 3M | -20.6% | -22.7% | +2.0% | -15.4% |
| 6M | +31.9% | -26.9% | +58.8% | +43.7% |
| YTD | +72.1% | -26.6% | +98.6% | +87.2% |
| 1Y | +65.7% | -2.1% | +67.8% | +63.1% |
| 3Y | +97.5% | +43.4% | +54.0% | +61.5% |
| 5Y | -36.7% | +47.0% | -83.7% | -48.4% |
| 10Y | +550.1% | +97.2% | +453.0% | +441.5% |
| All | +805.4% | +48.2% | +757.2% | +639.5% |
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