+215.4%
IONQ vs AR
+586.0%
-370.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.2% | -3.1% |
| 7D | +15.3% | +2.1% | +13.2% | +14.7% |
| 30D | -6.1% | +4.5% | -10.6% | -7.5% |
| 3M | -21.6% | +1.0% | -22.6% | -22.4% |
| 6M | -40.1% | +4.4% | -44.6% | -41.8% |
| YTD | -24.1% | +10.9% | -35.0% | -28.9% |
| 1Y | -37.4% | +8.6% | -46.0% | -41.0% |
| 3Y | +219.5% | +48.5% | +171.0% | +175.7% |
| 5Y | +76.9% | +95.7% | -18.8% | +48.1% |
| All | +215.4% | +586.0% | -370.6% | +153.9% |
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