-44.7%
IONQ vs AMIX
-92.3%
+47.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.0% | +1.5% | -1.4% |
| 7D | -8.9% | -25.1% | +16.2% | -8.3% |
| 30D | -31.3% | -54.5% | +23.3% | -30.0% |
| 3M | -29.2% | -91.7% | +62.5% | -25.6% |
| 6M | -35.4% | -79.4% | +44.0% | -30.5% |
| YTD | -34.2% | -86.1% | +51.9% | -27.7% |
| 1Y | -44.7% | -91.6% | +46.9% | -38.3% |
| All | -44.7% | -92.3% | +47.7% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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