-36.8%
IONQ vs AMT
+12.4%
-49.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -0.8% |
| 7D | +16.7% | +1.6% | +15.0% | +17.1% |
| 30D | -12.3% | +4.5% | -16.7% | -11.5% |
| 3M | -17.7% | +13.8% | -31.5% | -15.9% |
| 6M | -28.9% | +10.0% | -39.0% | -27.7% |
| YTD | -22.0% | +11.8% | -33.8% | -23.1% |
| 1Y | -36.8% | +10.2% | -47.0% | -35.7% |
| All | -36.8% | +12.4% | -49.2% | -35.7% |
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