+202.0%
IONQ vs AR
+547.8%
-345.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +23.6% |
| 7D | +8.6% | -14.3% | +22.8% | +13.1% |
| 30D | -21.1% | +1.4% | -22.5% | -21.7% |
| 3M | -17.9% | +3.4% | -21.3% | -19.4% |
| 6M | -37.9% | -2.1% | -35.9% | -38.6% |
| YTD | -27.3% | +4.7% | -32.0% | -30.8% |
| 1Y | -43.2% | +10.6% | -53.8% | -46.9% |
| 3Y | +191.0% | +24.6% | +166.4% | +162.0% |
| 5Y | +69.3% | +71.9% | -2.6% | +44.3% |
| All | +202.0% | +547.8% | -345.7% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling