-44.7%
IONQ vs AA
+13.9%
-58.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.9% |
| 7D | -8.9% | +0.9% | -9.8% | -9.4% |
| 30D | -31.3% | -6.4% | -24.8% | -29.0% |
| 3M | -29.2% | -13.0% | -16.2% | -24.2% |
| 6M | -35.4% | -34.6% | -0.8% | -20.7% |
| YTD | -34.2% | -23.0% | -11.1% | -32.5% |
| 1Y | -44.7% | +16.0% | -60.6% | -55.8% |
| All | -44.7% | +13.9% | -58.6% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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