+274.7%
IONQ vs AA
+130.5%
+144.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.5% | -1.1% | +0.9% |
| 7D | +7.1% | +1.7% | +5.5% | +6.3% |
| 30D | -8.9% | +3.3% | -12.2% | -10.2% |
| 3M | -35.6% | -29.4% | -6.1% | -25.9% |
| 6M | +13.3% | -12.8% | +26.1% | +17.8% |
| YTD | -9.8% | -2.1% | -7.7% | -11.0% |
| 1Y | -1.3% | +62.8% | -64.1% | -21.9% |
| 3Y | +109.3% | +90.5% | +18.8% | +52.4% |
| 5Y | +304.7% | +19.1% | +285.6% | +254.1% |
| All | +274.7% | +130.5% | +144.2% | +210.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling