+191.0%
IONQ vs AEP
+76.7%
+114.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.2% | +23.6% | +23.4% |
| 7D | +8.6% | -2.8% | +11.4% | +8.3% |
| 30D | -21.1% | +3.6% | -24.7% | -20.8% |
| 3M | -17.9% | +1.8% | -19.7% | -17.6% |
| 6M | -37.9% | -3.1% | -34.8% | -37.9% |
| YTD | -27.3% | +12.2% | -39.6% | -27.7% |
| 1Y | -43.2% | +9.1% | -52.3% | -43.3% |
| 3Y | +191.0% | +77.9% | +113.1% | +167.0% |
| All | +191.0% | +76.7% | +114.2% | +167.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling