-39.1%
IONQ vs APD
+23.7%
-62.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.3% | -9.7% | -9.2% |
| 7D | +16.8% | +2.2% | +14.6% | +18.0% |
| 30D | -11.1% | +9.4% | -20.6% | -7.0% |
| 3M | -31.7% | +4.7% | -36.4% | -29.9% |
| 6M | -44.8% | +5.5% | -50.2% | -42.4% |
| YTD | -31.2% | +31.4% | -62.6% | -21.6% |
| 1Y | -39.1% | +24.1% | -63.3% | -31.2% |
| All | -39.1% | +23.7% | -62.8% | -31.2% |
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