+104.2%
RKT vs IONS
-34.1%
+138.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -21.4% | +22.2% | +3.1% |
| 7D | +10.3% | -24.8% | +35.1% | +13.3% |
| 30D | +32.3% | -31.5% | +63.9% | +37.3% |
| 3M | +10.7% | -45.2% | +55.9% | +17.8% |
| 6M | -3.2% | -59.1% | +55.9% | +5.5% |
| YTD | -21.5% | -60.8% | +39.3% | -14.0% |
| 1Y | -6.0% | -57.9% | +51.8% | +2.0% |
| 3Y | +104.2% | -34.5% | +138.7% | +97.6% |
| All | +104.2% | -34.1% | +138.4% | +97.6% |
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 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