+19.6%
RRX vs IONS
+51.6%
-32.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.0% |
| 7D | +4.3% | -5.3% | +9.6% | +5.3% |
| 30D | -8.0% | +0.3% | -8.3% | -8.2% |
| 3M | -22.0% | -22.9% | +0.9% | -19.3% |
| 6M | -11.9% | -23.4% | +11.5% | -8.7% |
| YTD | +17.1% | -28.3% | +45.4% | +22.9% |
| 1Y | +14.9% | -7.0% | +21.9% | +14.4% |
| 3Y | +6.9% | +37.6% | -30.7% | -5.9% |
| 5Y | +19.6% | +53.4% | -33.8% | -2.0% |
| All | +19.6% | +51.6% | -32.0% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling