+150.0%
IONQ vs APTV
-48.7%
+198.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.3% | -6.3% |
| 7D | -11.5% | -1.7% | -9.7% | -10.4% |
| 30D | -8.1% | -11.6% | +3.5% | -1.6% |
| 3M | -35.8% | -21.2% | -14.6% | -26.3% |
| 6M | -47.7% | -28.5% | -19.2% | -37.9% |
| YTD | -35.6% | -49.1% | +13.4% | -5.6% |
| 1Y | -36.4% | -52.2% | +15.8% | -2.5% |
| 3Y | +150.0% | -48.6% | +198.7% | +212.3% |
| All | +150.0% | -48.7% | +198.8% | +212.3% |
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