-43.2%
IONQ vs ALK
-6.6%
-36.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.6% | +22.8% | +23.1% |
| 7D | +8.6% | +9.0% | -0.5% | +3.5% |
| 30D | -21.1% | -1.6% | -19.5% | -20.5% |
| 3M | -17.9% | -23.2% | +5.3% | -7.0% |
| 6M | -37.9% | -3.9% | -34.1% | -39.5% |
| YTD | -27.3% | -22.6% | -4.7% | -18.6% |
| 1Y | -43.2% | -5.3% | -37.9% | -45.3% |
| All | -43.2% | -6.6% | -36.6% | -45.3% |
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