+224.0%
IONQ vs APTV
-69.9%
+293.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.4% |
| 7D | +16.7% | -4.3% | +21.0% | +19.7% |
| 30D | -12.3% | -9.7% | -2.6% | -6.9% |
| 3M | -17.7% | -20.6% | +2.8% | -5.2% |
| 6M | -28.9% | -31.7% | +2.8% | -11.9% |
| YTD | -22.0% | -48.0% | +26.0% | +15.1% |
| 1Y | -36.8% | -52.1% | +15.3% | -1.2% |
| 3Y | +228.2% | -47.9% | +276.1% | +364.6% |
| 5Y | +91.9% | -76.9% | +168.9% | +317.2% |
| All | +224.0% | -69.9% | +293.9% | +580.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling