+144.7%
IONQ vs AR
+553.1%
-408.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.8% | -7.7% | -9.8% |
| 7D | -16.7% | -11.7% | -5.0% | -13.9% |
| 30D | -38.9% | +1.8% | -40.8% | -39.5% |
| 3M | -33.8% | +6.0% | -39.8% | -35.4% |
| 6M | -44.9% | -7.0% | -37.9% | -44.7% |
| YTD | -41.1% | +5.6% | -46.7% | -44.1% |
| 1Y | -52.3% | +10.8% | -63.1% | -55.4% |
| 3Y | +128.2% | +19.3% | +108.9% | +107.6% |
| 5Y | +37.2% | +73.3% | -36.2% | +16.7% |
| All | +144.7% | +553.1% | -408.4% | +99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling