-6.2%
IONQ vs AME
+29.8%
-35.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | 0.0% |
| 7D | +0.8% | +0.6% | +0.2% | +0.3% |
| 30D | -1.0% | -6.7% | +5.7% | +4.9% |
| 3M | -39.8% | +4.1% | -43.9% | -40.9% |
| 6M | +6.4% | +1.6% | +4.9% | +5.0% |
| YTD | -11.9% | +16.1% | -28.1% | -16.8% |
| 1Y | -6.2% | +27.3% | -33.5% | -15.4% |
| All | -6.2% | +29.8% | -35.9% | -15.4% |
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