+167.4%
IONQ vs AMC
-85.2%
+252.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.7% | -3.7% | -6.2% |
| 7D | -11.5% | +3.5% | -15.0% | -11.6% |
| 30D | -8.1% | +12.5% | -20.5% | -8.7% |
| 3M | -35.8% | +23.6% | -59.4% | -36.6% |
| 6M | -47.7% | +144.4% | -192.1% | -51.1% |
| YTD | -35.6% | +108.3% | -144.0% | -39.3% |
| 1Y | -36.4% | +38.9% | -75.3% | -38.6% |
| 3Y | +150.0% | -58.9% | +208.9% | +151.3% |
| 5Y | +43.3% | -99.2% | +142.5% | +55.6% |
| All | +167.4% | -85.2% | +252.6% | +212.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling