+265.9%
IONQ vs AMT
-8.1%
+274.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.5% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | -1.0% | +4.6% | -5.7% | -2.2% |
| 3M | -39.8% | -8.4% | -31.4% | -38.7% |
| 6M | +6.4% | -6.0% | +12.5% | +7.4% |
| YTD | -11.9% | +2.1% | -14.0% | -13.8% |
| 1Y | -6.2% | -6.4% | +0.2% | -5.7% |
| 3Y | +125.7% | +8.1% | +117.6% | +93.7% |
| 5Y | +296.0% | -31.9% | +327.9% | +305.1% |
| All | +265.9% | -8.1% | +274.1% | +242.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling