+336.5%
RKLB vs IONS
+51.6%
+284.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +3.3% |
| 7D | +5.3% | -5.3% | +10.6% | +7.1% |
| 30D | -20.5% | +0.3% | -20.7% | -20.8% |
| 3M | -42.0% | -22.9% | -19.2% | -38.4% |
| 6M | -6.0% | -23.4% | +17.4% | 0.0% |
| YTD | -5.6% | -28.3% | +22.7% | +2.9% |
| 1Y | +38.0% | -7.0% | +45.0% | +37.5% |
| 3Y | +962.4% | +37.6% | +924.8% | +746.9% |
| 5Y | +336.5% | +53.4% | +283.1% | +185.6% |
| All | +336.5% | +51.6% | +284.9% | +185.6% |
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