+173.5%
IONQ vs AMC
-84.0%
+257.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.3% | -8.8% | -1.9% |
| 7D | -8.9% | +17.7% | -26.6% | -9.9% |
| 30D | -31.3% | +26.2% | -57.4% | -32.2% |
| 3M | -29.2% | +31.3% | -60.5% | -30.5% |
| 6M | -35.4% | +142.8% | -178.2% | -39.7% |
| YTD | -34.2% | +125.6% | -159.8% | -38.3% |
| 1Y | -44.7% | +40.2% | -84.9% | -46.7% |
| 3Y | +155.1% | -67.2% | +222.3% | +157.9% |
| 5Y | +79.8% | -99.1% | +178.9% | +94.0% |
| All | +173.5% | -84.0% | +257.5% | +217.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling