-44.7%
IONQ vs AME
+21.1%
-65.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.1% | +3.0% |
| 7D | -8.9% | -4.4% | -4.5% | -4.9% |
| 30D | -31.3% | -5.9% | -25.4% | -27.1% |
| 3M | -29.2% | -6.5% | -22.7% | -24.3% |
| 6M | -35.4% | +3.2% | -38.6% | -35.9% |
| YTD | -34.2% | +16.0% | -50.2% | -40.1% |
| 1Y | -44.7% | +20.4% | -65.1% | -50.9% |
| All | -44.7% | +21.1% | -65.8% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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