-40.1%
IONQ vs AFL
+12.9%
-53.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -1.9% |
| 7D | +15.3% | +1.4% | +13.9% | +19.2% |
| 30D | -6.1% | +9.7% | -15.8% | +12.9% |
| 3M | -21.6% | +5.5% | -27.1% | -11.7% |
| 6M | -40.1% | +11.2% | -51.3% | -20.7% |
| All | -40.1% | +12.9% | -53.0% | -20.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling