-43.2%
IONQ vs AMT
+9.8%
-53.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.7% | +26.1% | +22.7% |
| 7D | +8.6% | +0.5% | +8.1% | +8.7% |
| 30D | -21.1% | +13.6% | -34.7% | -19.3% |
| 3M | -17.9% | +11.5% | -29.3% | -16.3% |
| 6M | -37.9% | +6.9% | -44.9% | -36.7% |
| YTD | -27.3% | +10.8% | -38.1% | -28.2% |
| 1Y | -43.2% | +10.3% | -53.5% | -43.6% |
| All | -43.2% | +9.8% | -53.0% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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