+265.9%
IONQ vs ACHR
-43.5%
+309.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.7% |
| 7D | +0.8% | -0.7% | +1.5% | +1.2% |
| 30D | -1.0% | +9.8% | -10.8% | -7.1% |
| 3M | -39.8% | -10.5% | -29.3% | -38.0% |
| 6M | +6.4% | -15.5% | +22.0% | +14.5% |
| YTD | -11.9% | -24.1% | +12.1% | +0.7% |
| 1Y | -6.2% | -32.4% | +26.3% | +13.9% |
| 3Y | +125.7% | -11.6% | +137.3% | +120.3% |
| 5Y | +296.0% | -42.9% | +338.9% | +213.6% |
| All | +265.9% | -43.5% | +309.4% | +190.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling