-44.7%
IONQ vs APO
-5.6%
-39.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.1% | -9.6% | -5.8% |
| 7D | -8.9% | +8.2% | -17.1% | -13.5% |
| 30D | -31.3% | +6.4% | -37.7% | -34.1% |
| 3M | -29.2% | -7.4% | -21.7% | -26.3% |
| 6M | -35.4% | -4.2% | -31.3% | -35.1% |
| YTD | -34.2% | -14.1% | -20.0% | -27.3% |
| 1Y | -44.7% | -4.4% | -40.3% | -43.5% |
| All | -44.7% | -5.6% | -39.0% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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