-6.2%
IONQ vs AFL
+11.7%
-17.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +0.6% |
| 7D | +0.8% | +0.6% | +0.2% | +1.3% |
| 30D | -1.0% | -6.2% | +5.2% | -5.0% |
| 3M | -39.8% | +2.2% | -42.0% | -39.3% |
| 6M | +6.4% | +5.3% | +1.2% | +6.1% |
| YTD | -11.9% | +8.0% | -19.9% | -11.3% |
| 1Y | -6.2% | +10.2% | -16.4% | -2.1% |
| All | -6.2% | +11.7% | -17.8% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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