-24.8%
RIVN vs IONS
-36.9%
+12.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +6.4% | -11.3% | -5.7% |
| 7D | -10.5% | -26.3% | +15.8% | -7.4% |
| 30D | -5.9% | -31.9% | +26.0% | -1.6% |
| 3M | -23.0% | -48.0% | +25.0% | -16.3% |
| 6M | -14.6% | -62.6% | +47.9% | -4.1% |
| YTD | -38.2% | -63.3% | +25.1% | -30.5% |
| 1Y | -25.7% | -58.4% | +32.7% | -18.6% |
| 3Y | -24.8% | -38.2% | +13.5% | -27.8% |
| All | -24.8% | -36.9% | +12.1% | -27.8% |
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 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