+20.8%
RKLB vs IONS
-59.8%
+80.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -9.1% | +15.6% | +7.9% |
| 7D | +15.2% | -30.3% | +45.5% | +21.7% |
| 30D | -8.1% | -37.7% | +29.7% | +0.6% |
| 3M | -21.7% | -50.5% | +28.8% | -9.0% |
| 6M | -40.5% | -62.8% | +22.2% | -29.5% |
| YTD | -10.1% | -64.4% | +54.3% | +9.1% |
| 1Y | +20.8% | -59.5% | +80.3% | +39.5% |
| All | +20.8% | -59.8% | +80.6% | +39.5% |
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 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