+108.3%
IONQ vs APH
+89.1%
+19.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -47.8% | +48.3% | +28.7% |
| 7D | -6.9% | -48.7% | +41.8% | +21.3% |
| 30D | -1.0% | -51.9% | +50.9% | +37.2% |
| 3M | -39.8% | -43.6% | +3.7% | -29.2% |
| 6M | +6.4% | -37.5% | +44.0% | +10.5% |
| YTD | -11.9% | -38.6% | +26.7% | -14.4% |
| 1Y | -6.2% | -26.3% | +20.2% | -28.9% |
| All | +108.3% | +89.1% | +19.2% | -65.4% |
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