-44.7%
IONQ vs APTV
-46.4%
+1.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -3.3% |
| 7D | -8.9% | -1.9% | -7.1% | -8.5% |
| 30D | -31.3% | -1.4% | -29.8% | -31.0% |
| 3M | -29.2% | -9.3% | -19.8% | -26.4% |
| 6M | -35.4% | -27.3% | -8.1% | -28.0% |
| YTD | -34.2% | -43.1% | +9.0% | -20.5% |
| 1Y | -44.7% | -46.5% | +1.8% | -29.6% |
| All | -44.7% | -46.4% | +1.7% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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