+52.8%
IONQ vs APD
+11.0%
+41.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +24.1% |
| 7D | +8.6% | -3.7% | +12.3% | +10.5% |
| 30D | -21.1% | +9.6% | -30.7% | -24.8% |
| 3M | -17.9% | +1.6% | -19.5% | -19.0% |
| 6M | -37.9% | +2.2% | -40.1% | -39.3% |
| YTD | -27.3% | +25.9% | -53.2% | -38.4% |
| 1Y | -43.2% | +20.1% | -63.3% | -50.9% |
| 3Y | +191.0% | +12.4% | +178.6% | +157.6% |
| All | +52.8% | +11.0% | +41.8% | +9.3% |
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