-6.2%
IONQ vs AJG
-12.9%
+6.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +0.8% |
| 7D | +0.8% | -1.8% | +2.6% | +0.2% |
| 30D | -1.0% | +4.6% | -5.7% | +0.5% |
| 3M | -39.8% | +24.9% | -64.7% | -38.4% |
| 6M | +6.4% | +17.2% | -10.8% | +11.6% |
| YTD | -11.9% | +2.2% | -14.1% | -7.1% |
| 1Y | -6.2% | -11.5% | +5.4% | +12.6% |
| All | -6.2% | -12.9% | +6.7% | +12.6% |
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