+53.2%
IONQ vs AMT
-18.7%
+71.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.2% | -9.2% | -9.3% |
| 7D | +16.8% | -2.2% | +18.9% | +17.2% |
| 30D | -11.1% | +5.8% | -16.9% | -12.7% |
| 3M | -31.7% | +12.6% | -44.3% | -34.2% |
| 6M | -44.8% | +8.3% | -53.1% | -46.7% |
| YTD | -31.2% | +11.4% | -42.6% | -34.7% |
| 1Y | -39.1% | +7.7% | -46.9% | -41.4% |
| 3Y | +189.5% | +14.8% | +174.7% | +139.9% |
| 5Y | +53.2% | -18.0% | +71.1% | +58.8% |
| All | +53.2% | -18.7% | +71.8% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling