+108.3%
IONQ vs AA
+67.9%
+40.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +2.5% |
| 7D | +0.8% | -0.7% | +1.5% | +1.1% |
| 30D | -1.0% | +5.0% | -6.0% | -3.6% |
| 3M | -39.8% | -35.8% | -4.0% | -23.7% |
| 6M | +6.4% | -18.4% | +24.8% | +15.2% |
| YTD | -11.9% | -5.5% | -6.4% | -13.2% |
| 1Y | -6.2% | +61.0% | -67.1% | -33.4% |
| All | +108.3% | +67.9% | +40.4% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling