-84.1%
RIVN vs IONS
+66.3%
-150.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.6% |
| 7D | +2.5% | -8.7% | +11.2% | +5.3% |
| 30D | -2.3% | -1.6% | -0.7% | -2.2% |
| 3M | +1.7% | -24.9% | +26.6% | +7.6% |
| 6M | +0.9% | -25.7% | +26.5% | +6.8% |
| YTD | -18.8% | -29.2% | +10.4% | -12.9% |
| 1Y | +14.8% | -13.0% | +27.8% | +14.0% |
| 3Y | -30.7% | +35.9% | -66.7% | -47.8% |
| All | -84.1% | +66.3% | -150.4% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling