+64.8%
RPRX vs IONS
-0.4%
+65.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -4.8% | +10.0% | +6.0% |
| 30D | +11.2% | +7.2% | +4.0% | +9.8% |
| 3M | +16.7% | -22.7% | +39.4% | +20.9% |
| 6M | +36.0% | -26.9% | +62.9% | +42.1% |
| YTD | +67.8% | -26.6% | +94.4% | +75.1% |
| 1Y | +76.7% | -2.1% | +78.8% | +75.1% |
| 3Y | +128.1% | +43.4% | +84.7% | +102.8% |
| 5Y | +82.9% | +47.0% | +35.9% | +56.5% |
| All | +64.8% | -0.4% | +65.1% | +54.6% |
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