+578.9%
RKLB vs IONS
-43.9%
+622.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.3% |
| 7D | +26.3% | -29.4% | +55.8% | +37.5% |
| 30D | +0.7% | -35.1% | +35.8% | +12.4% |
| 3M | -17.3% | -48.9% | +31.6% | -1.1% |
| 6M | -43.6% | -62.4% | +18.8% | -27.2% |
| YTD | -5.2% | -64.2% | +59.0% | +24.4% |
| 1Y | +29.1% | -60.9% | +90.0% | +65.1% |
| 3Y | +1,413.7% | -38.9% | +1,452.6% | +1,469.6% |
| 5Y | +364.9% | -15.6% | +380.4% | +326.3% |
| All | +578.9% | -43.9% | +622.8% | +602.7% |
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