-34.4%
RKT vs IONS
-8.4%
-26.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.5% | -2.6% |
| 7D | -1.0% | -8.7% | +7.7% | -0.2% |
| 30D | -2.4% | -1.6% | -0.8% | -2.3% |
| 3M | +1.9% | -24.9% | +26.8% | +0.9% |
| 6M | -13.9% | -25.7% | +11.8% | -14.6% |
| YTD | -30.6% | -29.2% | -1.4% | -30.0% |
| 1Y | -34.4% | -13.0% | -21.3% | -31.8% |
| All | -34.4% | -8.4% | -26.0% | -31.8% |
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 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