-44.7%
IONQ vs AJG
+19.3%
-64.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.5% | -7.0% | +0.5% |
| 7D | -8.9% | +10.7% | -19.6% | -5.3% |
| 30D | -31.3% | +26.9% | -58.2% | -25.1% |
| 3M | -29.2% | +16.6% | -45.8% | -25.0% |
| 6M | -35.4% | +40.1% | -75.6% | -30.7% |
| YTD | -34.2% | +12.4% | -46.6% | -27.5% |
| 1Y | -44.7% | +15.9% | -60.6% | -39.3% |
| All | -44.7% | +19.3% | -64.0% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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