+265.9%
IONQ vs APTV
-63.5%
+329.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | -0.8% |
| 7D | +0.8% | +4.8% | -4.0% | -2.4% |
| 30D | -1.0% | +2.0% | -3.0% | -2.1% |
| 3M | -39.8% | -34.2% | -5.6% | -21.3% |
| 6M | +6.4% | -34.7% | +41.1% | +38.1% |
| YTD | -11.9% | -37.0% | +25.1% | +15.8% |
| 1Y | -6.2% | -40.4% | +34.2% | +27.9% |
| 3Y | +125.7% | -54.1% | +179.8% | +256.2% |
| 5Y | +296.0% | -68.0% | +364.0% | +650.8% |
| All | +265.9% | -63.5% | +329.4% | +584.6% |
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 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