-43.2%
IONQ vs APD
+24.7%
-67.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +22.7% |
| 7D | +8.6% | -3.7% | +12.3% | +6.9% |
| 30D | -21.1% | +9.6% | -30.7% | -17.4% |
| 3M | -17.9% | +1.6% | -19.5% | -16.8% |
| 6M | -37.9% | +2.2% | -40.1% | -36.6% |
| YTD | -27.3% | +25.9% | -53.2% | -19.3% |
| 1Y | -43.2% | +20.1% | -63.3% | -37.3% |
| All | -43.2% | +24.7% | -67.9% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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