+265.9%
IONQ vs AME
+103.4%
+162.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | -0.4% |
| 7D | +0.8% | +0.6% | +0.2% | +0.2% |
| 30D | -1.0% | -6.7% | +5.7% | +7.0% |
| 3M | -39.8% | +4.1% | -43.9% | -42.3% |
| 6M | +6.4% | +1.6% | +4.9% | +4.7% |
| YTD | -11.9% | +16.1% | -28.1% | -25.7% |
| 1Y | -6.2% | +27.3% | -33.5% | -29.3% |
| 3Y | +125.7% | +50.9% | +74.8% | +41.7% |
| 5Y | +296.0% | +81.4% | +214.6% | +93.6% |
| All | +265.9% | +103.4% | +162.5% | +71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling