+80.3%
RPRX vs IONS
-51.4%
+131.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +3.6% | -29.4% | +33.1% | +8.9% |
| 30D | +21.2% | -35.1% | +56.3% | +29.1% |
| 3M | +21.6% | -48.9% | +70.5% | +34.7% |
| 6M | +36.7% | -62.4% | +99.1% | +58.2% |
| YTD | +83.7% | -64.2% | +147.9% | +114.0% |
| 1Y | +83.2% | -60.9% | +144.1% | +110.1% |
| 3Y | +177.7% | -38.9% | +216.6% | +185.1% |
| 5Y | +95.8% | -15.6% | +111.4% | +80.0% |
| All | +80.3% | -51.4% | +131.8% | +89.0% |
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