+52.8%
IONQ vs AA
-15.4%
+68.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.9% | +20.5% | +21.9% |
| 7D | +8.6% | +0.9% | +7.7% | +8.4% |
| 30D | -21.1% | -6.7% | -14.4% | -17.9% |
| 3M | -17.9% | -16.3% | -1.5% | -9.7% |
| 6M | -37.9% | -37.1% | -0.8% | -21.2% |
| YTD | -27.3% | -25.0% | -2.3% | -18.4% |
| 1Y | -43.2% | +8.6% | -51.8% | -47.7% |
| 3Y | +191.0% | +57.2% | +133.8% | +111.1% |
| All | +52.8% | -15.4% | +68.2% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling