+202.0%
IONQ vs AA
+76.6%
+125.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.9% | +20.5% | +22.2% |
| 7D | +8.6% | +0.9% | +7.7% | +8.5% |
| 30D | -21.1% | -6.7% | -14.4% | -18.5% |
| 3M | -17.9% | -16.3% | -1.5% | -11.1% |
| 6M | -37.9% | -37.1% | -0.8% | -24.2% |
| YTD | -27.3% | -25.0% | -2.3% | -19.4% |
| 1Y | -43.2% | +8.6% | -51.8% | -46.2% |
| 3Y | +191.0% | +57.2% | +133.8% | +133.2% |
| 5Y | +69.3% | -13.0% | +82.3% | +66.8% |
| All | +202.0% | +76.6% | +125.4% | +180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling