-44.7%
IONQ vs APH
+16.5%
-61.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.7% | +2.2% |
| 7D | -8.9% | -2.4% | -6.5% | -7.7% |
| 30D | -31.3% | -9.5% | -21.8% | -27.0% |
| 3M | -29.2% | -7.6% | -21.6% | -26.0% |
| 6M | -35.4% | +12.4% | -47.8% | -39.5% |
| YTD | -34.2% | +17.5% | -51.7% | -47.0% |
| 1Y | -44.7% | +16.4% | -61.1% | -55.0% |
| All | -44.7% | +16.5% | -61.1% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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