+52.8%
IONQ vs AMC
-99.3%
+152.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.9% | +21.5% | +23.0% |
| 7D | +8.6% | +2.6% | +6.0% | +8.0% |
| 30D | -21.1% | +9.0% | -30.1% | -22.4% |
| 3M | -17.9% | +22.2% | -40.1% | -21.7% |
| 6M | -37.9% | +91.5% | -129.4% | -49.4% |
| YTD | -27.3% | +101.3% | -128.6% | -41.9% |
| 1Y | -43.2% | +20.8% | -64.0% | -49.0% |
| 3Y | +191.0% | -71.3% | +262.3% | +227.7% |
| All | +52.8% | -99.3% | +152.0% | +334.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling