+191.0%
IONQ vs APH
+258.9%
-67.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +4.1% | +19.3% | +19.6% |
| 7D | +8.6% | -5.9% | +14.5% | +15.3% |
| 30D | -21.1% | -14.8% | -6.3% | -8.3% |
| 3M | -17.9% | -12.4% | -5.4% | -7.6% |
| 6M | -37.9% | +8.1% | -46.0% | -43.5% |
| YTD | -27.3% | +10.9% | -38.2% | -41.5% |
| 1Y | -43.2% | +8.8% | -52.0% | -53.1% |
| 3Y | +191.0% | +262.1% | -71.1% | -57.4% |
| All | +191.0% | +258.9% | -67.9% | -57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling