-39.1%
IONQ vs AA
+6.8%
-45.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.4% | -8.0% | -8.6% |
| 7D | +16.8% | +5.3% | +11.5% | +13.8% |
| 30D | -11.1% | -2.3% | -8.9% | -9.8% |
| 3M | -31.7% | -20.8% | -10.9% | -22.4% |
| 6M | -44.8% | -39.8% | -5.0% | -28.6% |
| YTD | -31.2% | -23.3% | -7.9% | -31.5% |
| 1Y | -39.1% | +1.8% | -41.0% | -53.0% |
| All | -39.1% | +6.8% | -45.9% | -53.0% |
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