+52.8%
IONQ vs ACHR
-31.8%
+84.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +14.7% | +8.7% | +15.4% |
| 7D | +8.6% | +5.7% | +2.9% | +6.3% |
| 30D | -21.1% | -4.9% | -16.2% | -17.9% |
| 3M | -17.9% | -15.1% | -2.8% | -11.0% |
| 6M | -37.9% | -30.7% | -7.2% | -25.5% |
| YTD | -27.3% | -41.0% | +13.7% | -3.4% |
| 1Y | -43.2% | -50.0% | +6.8% | -17.4% |
| 3Y | +191.0% | -17.0% | +208.0% | +197.7% |
| All | +52.8% | -31.8% | +84.6% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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