+227.2%
IONQ vs APO
+183.0%
+44.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.7% | +3.7% | +4.3% |
| 7D | +25.5% | +2.3% | +23.2% | +22.2% |
| 30D | -11.4% | +3.0% | -14.4% | -14.6% |
| 3M | -20.5% | -3.7% | -16.8% | -19.7% |
| 6M | -28.2% | -7.5% | -20.7% | -26.2% |
| YTD | -21.2% | -14.5% | -6.7% | -13.1% |
| 1Y | -40.4% | -6.2% | -34.2% | -39.6% |
| 3Y | +214.7% | +51.9% | +162.8% | +109.3% |
| 5Y | +56.9% | +76.5% | -19.6% | -15.5% |
| All | +227.2% | +183.0% | +44.3% | +47.2% |
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