+45.7%
IONQ vs APO
+81.1%
-35.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.7% | -8.2% | -8.0% |
| 7D | -11.5% | +5.8% | -17.2% | -15.8% |
| 30D | -8.1% | +8.9% | -17.0% | -16.3% |
| 3M | -35.8% | -13.6% | -22.2% | -27.7% |
| 6M | -47.7% | -5.4% | -42.4% | -47.2% |
| YTD | -35.6% | -13.6% | -22.0% | -29.4% |
| 1Y | -36.4% | -2.5% | -33.9% | -38.3% |
| 3Y | +150.0% | +50.9% | +99.2% | +55.8% |
| All | +45.7% | +81.1% | -35.4% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling