-7.4%
RKLB vs IONS
-44.5%
+37.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.6% |
| 7D | -10.6% | -10.6% | -0.1% | -7.5% |
| 30D | -28.3% | -7.7% | -20.6% | -26.5% |
| 3M | -29.7% | -27.1% | -2.6% | -23.5% |
| 6M | -34.8% | -46.8% | +12.0% | -26.7% |
| YTD | -24.9% | -49.2% | +24.3% | -13.5% |
| 1Y | -7.4% | -44.9% | +37.5% | +0.8% |
| All | -7.4% | -44.5% | +37.1% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling