+45.7%
IONQ vs AR
+99.4%
-53.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.4% |
| 7D | -11.5% | +7.4% | -18.8% | -13.7% |
| 30D | -8.1% | +5.8% | -13.8% | -10.3% |
| 3M | -35.8% | +5.2% | -41.0% | -37.6% |
| 6M | -47.7% | +5.4% | -53.2% | -49.9% |
| YTD | -35.6% | +12.4% | -48.1% | -41.4% |
| 1Y | -36.4% | +12.8% | -49.2% | -42.2% |
| 3Y | +150.0% | +47.2% | +102.9% | +102.0% |
| All | +45.7% | +99.4% | -53.7% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling