-36.4%
IONQ vs ALK
-10.2%
-26.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.5% | -5.0% | -5.7% |
| 7D | -11.5% | -1.2% | -10.3% | -10.6% |
| 30D | -8.1% | +7.7% | -15.8% | -11.4% |
| 3M | -35.8% | -19.0% | -16.8% | -28.9% |
| 6M | -47.7% | -0.2% | -47.5% | -49.8% |
| YTD | -35.6% | -23.5% | -12.1% | -26.7% |
| 1Y | -36.4% | -9.1% | -27.3% | -32.8% |
| All | -36.4% | -10.2% | -26.2% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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