-13.3%
IONQ vs AMP
+14.0%
-27.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -5.2% |
| 7D | +1.3% | 0.0% | +1.3% | +1.4% |
| 30D | -10.3% | -1.0% | -9.3% | -9.8% |
| 3M | -32.7% | +23.2% | -56.0% | -42.9% |
| 6M | +6.3% | +20.4% | -14.1% | -7.6% |
| YTD | -15.0% | +13.6% | -28.6% | -23.0% |
| 1Y | -13.3% | +13.4% | -26.7% | -17.9% |
| All | -13.3% | +14.0% | -27.3% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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