-83.9%
RIVN vs IONS
+68.3%
-152.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +3.5% |
| 7D | +4.1% | -5.3% | +9.4% | +5.7% |
| 30D | +1.1% | +0.3% | +0.8% | +0.7% |
| 3M | -4.0% | -22.9% | +18.9% | +0.6% |
| 6M | +5.2% | -23.4% | +28.6% | +10.3% |
| YTD | -18.0% | -28.3% | +10.4% | -12.3% |
| 1Y | +15.6% | -7.0% | +22.6% | +11.9% |
| 3Y | -30.0% | +37.6% | -67.6% | -47.5% |
| All | -83.9% | +68.3% | -152.3% | -90.1% |
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