+294.8%
IONQ vs APD
+27.6%
+267.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.8% |
| 7D | +0.8% | -2.2% | +3.0% | +2.0% |
| 30D | -1.0% | +2.1% | -3.1% | -2.3% |
| 3M | -39.8% | +7.2% | -47.0% | -42.8% |
| 6M | +6.4% | +11.2% | -4.8% | -1.6% |
| YTD | -11.9% | +24.4% | -36.3% | -25.4% |
| 1Y | -6.2% | +6.7% | -12.8% | -12.6% |
| 3Y | +125.7% | +9.2% | +116.5% | +103.4% |
| All | +294.8% | +27.6% | +267.2% | +167.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling