+76.9%
IONQ vs AA
-11.0%
+87.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.7% | -5.3% | -4.1% |
| 7D | +15.3% | +1.1% | +14.2% | +15.1% |
| 30D | -6.1% | -1.3% | -4.8% | -5.2% |
| 3M | -21.6% | -23.9% | +2.3% | -9.6% |
| 6M | -40.1% | -36.8% | -3.3% | -24.4% |
| YTD | -24.1% | -22.2% | -1.9% | -16.4% |
| 1Y | -37.4% | +10.4% | -47.8% | -42.7% |
| 3Y | +219.5% | +72.0% | +147.5% | +122.3% |
| 5Y | +76.9% | -15.6% | +92.6% | +75.0% |
| All | +76.9% | -11.0% | +87.9% | +75.0% |
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 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