+5,123.0%
RRX vs IONS
+170.3%
+4,952.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.4% | -8.7% | -3.0% |
| 7D | +4.3% | -26.3% | +30.6% | +7.4% |
| 30D | +12.3% | -31.9% | +44.3% | +16.7% |
| 3M | +3.7% | -48.0% | +51.6% | +10.9% |
| 6M | -13.9% | -62.6% | +48.6% | -4.9% |
| YTD | +26.5% | -63.3% | +89.7% | +40.0% |
| 1Y | +29.3% | -58.4% | +87.7% | +41.1% |
| 3Y | +65.6% | -38.2% | +103.8% | +69.5% |
| 5Y | +10.6% | -11.1% | +21.7% | +7.3% |
| 10Y | +202.9% | -31.7% | +234.6% | +190.7% |
| All | +5,123.0% | +170.3% | +4,952.7% | +3,381.8% |
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