+13.0%
RRX vs IONS
-8.4%
+21.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.3% |
| 7D | -0.7% | -8.7% | +7.9% | +0.6% |
| 30D | -8.0% | -1.6% | -6.3% | -7.8% |
| 3M | -25.1% | -24.9% | -0.2% | -24.4% |
| 6M | -18.3% | -25.7% | +7.4% | -17.4% |
| YTD | +14.2% | -29.2% | +43.3% | +16.7% |
| 1Y | +13.0% | -13.0% | +26.1% | +9.6% |
| All | +13.0% | -8.4% | +21.4% | +9.6% |
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 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