+962.4%
RKLB vs IONS
+39.5%
+922.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +3.1% |
| 7D | +5.3% | -5.3% | +10.6% | +6.8% |
| 30D | -20.5% | +0.3% | -20.7% | -20.8% |
| 3M | -42.0% | -22.9% | -19.2% | -39.3% |
| 6M | -6.0% | -23.4% | +17.4% | -1.4% |
| YTD | -5.6% | -28.3% | +22.7% | +1.0% |
| 1Y | +38.0% | -7.0% | +45.0% | +38.0% |
| 3Y | +962.4% | +37.6% | +924.8% | +842.8% |
| All | +962.4% | +39.5% | +922.9% | +842.8% |
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