+52.8%
IONQ vs APO
+67.1%
-14.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.9% | +23.8% |
| 7D | +8.6% | +0.8% | +7.8% | +6.5% |
| 30D | -21.1% | +1.0% | -22.1% | -23.0% |
| 3M | -17.9% | -8.4% | -9.5% | -13.4% |
| 6M | -37.9% | -9.1% | -28.8% | -35.3% |
| YTD | -27.3% | -18.3% | -9.0% | -16.1% |
| 1Y | -43.2% | -8.0% | -35.2% | -41.8% |
| 3Y | +191.0% | +47.1% | +143.9% | +83.3% |
| All | +52.8% | +67.1% | -14.3% | -14.7% |
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