+304.7%
IONQ vs AEM
+297.7%
+7.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +3.0% |
| 7D | +7.1% | +4.3% | +2.8% | +5.2% |
| 30D | -8.9% | +13.1% | -22.0% | -13.6% |
| 3M | -35.6% | +24.8% | -60.3% | -41.4% |
| 6M | +13.3% | -8.2% | +21.5% | +15.8% |
| YTD | -9.8% | +19.8% | -29.6% | -15.9% |
| 1Y | -1.3% | +32.1% | -33.4% | -11.5% |
| 3Y | +109.3% | +348.2% | -238.9% | +19.2% |
| 5Y | +304.7% | +297.5% | +7.2% | +112.8% |
| All | +304.7% | +297.7% | +7.0% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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