+216.0%
ROL vs IONS
+17.3%
+198.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.3% |
| 7D | +9.5% | -9.4% | +18.9% | +10.7% |
| 30D | +22.9% | -10.7% | +33.7% | +24.4% |
| 3M | +3.5% | -27.7% | +31.2% | +7.2% |
| 6M | -29.4% | -48.7% | +19.3% | -24.4% |
| YTD | -36.1% | -50.2% | +14.1% | -31.4% |
| 1Y | -34.4% | -46.8% | +12.4% | -30.1% |
| 3Y | +4.0% | -14.8% | +18.8% | +2.1% |
| 5Y | +13.2% | +17.0% | -3.8% | +3.6% |
| All | +216.0% | +17.3% | +198.7% | +197.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling