+559.5%
RKLB vs IONS
+15.0%
+544.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | -4.8% | +4.6% | +1.3% |
| 30D | -14.1% | +7.2% | -21.3% | -16.2% |
| 3M | -46.4% | -22.7% | -23.7% | -43.2% |
| 6M | -10.6% | -26.9% | +16.2% | -3.5% |
| YTD | -7.9% | -26.6% | +18.7% | -0.7% |
| 1Y | +49.5% | -2.1% | +51.6% | +46.9% |
| 3Y | +913.6% | +43.4% | +870.1% | +715.4% |
| 5Y | +375.3% | +47.0% | +328.3% | +267.0% |
| All | +559.5% | +15.0% | +544.5% | +460.6% |
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 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