+304.7%
IONQ vs AFL
+134.0%
+170.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.2% | +3.2% |
| 7D | +7.1% | -0.7% | +7.9% | +7.4% |
| 30D | -8.9% | -7.1% | -1.8% | -6.0% |
| 3M | -35.6% | +0.4% | -36.0% | -36.5% |
| 6M | +13.3% | +4.5% | +8.7% | +8.4% |
| YTD | -9.8% | +6.1% | -15.9% | -15.0% |
| 1Y | -1.3% | +10.6% | -11.9% | -9.8% |
| 3Y | +109.3% | +64.0% | +45.2% | +47.1% |
| 5Y | +304.7% | +133.7% | +171.0% | +93.5% |
| All | +304.7% | +134.0% | +170.7% | +93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling