+126.0%
IONQ vs APTV
-52.5%
+178.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | -0.5% |
| 7D | +0.8% | +4.8% | -4.0% | -2.0% |
| 30D | -1.0% | +2.0% | -3.0% | -2.0% |
| 3M | -39.8% | -34.2% | -5.6% | -23.2% |
| 6M | +6.4% | -34.7% | +41.1% | +35.0% |
| YTD | -11.9% | -37.0% | +25.1% | +12.9% |
| 1Y | -6.2% | -40.4% | +34.2% | +24.4% |
| All | +126.0% | -52.5% | +178.4% | +236.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling