+4,711.0%
RRX vs IONS
+440.4%
+4,270.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +3.4% | -4.8% | +8.3% | +4.0% |
| 30D | -11.1% | +7.2% | -18.3% | -11.9% |
| 3M | -23.7% | -22.7% | -1.0% | -21.9% |
| 6M | -22.0% | -26.9% | +4.9% | -19.6% |
| YTD | +16.5% | -26.6% | +43.0% | +19.9% |
| 1Y | +11.5% | -2.1% | +13.6% | +10.9% |
| 3Y | +1.5% | +43.4% | -41.9% | -5.1% |
| 5Y | +18.3% | +47.0% | -28.7% | +8.6% |
| 10Y | +209.8% | +97.2% | +112.6% | +164.8% |
| All | +4,711.0% | +440.4% | +4,270.7% | +2,881.4% |
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