-16.0%
IONQ vs AHR
+28.2%
-44.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.3% |
| 7D | -5.6% | -3.0% | -2.5% | -6.2% |
| 30D | -15.2% | +2.6% | -17.8% | -14.7% |
| 3M | -34.9% | +16.0% | -51.0% | -34.0% |
| 6M | +4.9% | +3.1% | +1.8% | +8.2% |
| YTD | -17.9% | +16.0% | -33.9% | -17.0% |
| 1Y | -16.0% | +28.0% | -44.0% | -11.9% |
| All | -16.0% | +28.2% | -44.2% | -11.9% |
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