-44.7%
IONQ vs AHR
+26.3%
-71.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -0.9% |
| 7D | -8.9% | +9.5% | -18.4% | -6.9% |
| 30D | -31.3% | +11.7% | -42.9% | -29.4% |
| 3M | -29.2% | +4.0% | -33.2% | -28.2% |
| 6M | -35.4% | +13.5% | -49.0% | -33.2% |
| YTD | -34.2% | +21.6% | -55.8% | -33.9% |
| 1Y | -44.7% | +25.1% | -69.8% | -47.4% |
| All | -44.7% | +26.3% | -71.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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