-44.7%
IONQ vs AEP
+10.7%
-55.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.7% |
| 7D | -8.9% | +0.8% | -9.7% | -8.6% |
| 30D | -31.3% | +7.9% | -39.2% | -29.4% |
| 3M | -29.2% | +1.5% | -30.7% | -28.3% |
| 6M | -35.4% | -2.6% | -32.8% | -35.5% |
| YTD | -34.2% | +14.7% | -48.8% | -36.2% |
| 1Y | -44.7% | +10.8% | -55.4% | -43.3% |
| All | -44.7% | +10.7% | -55.4% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 1y: compounded portfolio wealth divided by compounded AEP 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…
1y analysis · Full analysis span regression · 6 months rolling