+215.4%
IONQ vs APO
+184.7%
+30.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.8% |
| 7D | +15.3% | +0.2% | +15.1% | +15.5% |
| 30D | -6.1% | +3.1% | -9.2% | -9.6% |
| 3M | -21.6% | -12.0% | -9.6% | -13.9% |
| 6M | -40.1% | -5.0% | -35.2% | -39.8% |
| YTD | -24.1% | -14.0% | -10.1% | -16.7% |
| 1Y | -37.4% | -5.9% | -31.5% | -36.8% |
| 3Y | +219.5% | +51.6% | +167.9% | +113.1% |
| 5Y | +76.9% | +80.8% | -3.9% | -6.2% |
| All | +215.4% | +184.7% | +30.7% | +41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling