-36.4%
IONQ vs APA
+107.6%
-144.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.6% | -8.1% | -6.2% |
| 7D | -11.5% | +8.5% | -20.0% | -10.4% |
| 30D | -8.1% | +2.8% | -10.9% | -7.6% |
| 3M | -35.8% | +21.7% | -57.5% | -33.5% |
| 6M | -47.7% | +32.6% | -80.4% | -45.0% |
| YTD | -35.6% | +103.7% | -139.3% | -45.2% |
| 1Y | -36.4% | +101.8% | -138.2% | -45.8% |
| All | -36.4% | +107.6% | -144.0% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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