-43.2%
IONQ vs AR
+8.4%
-51.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +23.3% |
| 7D | +8.6% | -14.3% | +22.8% | +5.2% |
| 30D | -21.1% | +1.4% | -22.5% | -20.3% |
| 3M | -17.9% | +3.4% | -21.3% | -16.5% |
| 6M | -37.9% | -2.1% | -35.9% | -37.3% |
| YTD | -27.3% | +4.7% | -32.0% | -29.2% |
| 1Y | -43.2% | +10.6% | -53.8% | -49.1% |
| All | -43.2% | +8.4% | -51.6% | -49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling