+294.8%
IONQ vs AMC
-99.4%
+394.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | +0.3% |
| 7D | +0.8% | +2.3% | -1.5% | +0.2% |
| 30D | -1.0% | -0.7% | -0.3% | -1.0% |
| 3M | -39.8% | +35.2% | -75.0% | -46.1% |
| 6M | +6.4% | +124.6% | -118.1% | -16.8% |
| YTD | -11.9% | +69.9% | -81.8% | -27.0% |
| 1Y | -6.2% | -2.6% | -3.6% | -11.7% |
| 3Y | +125.7% | -79.8% | +205.5% | +165.9% |
| All | +294.8% | -99.4% | +394.2% | +929.6% |
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