-44.7%
IONQ vs ASX
+144.4%
-189.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.9% | +2.4% | +0.6% |
| 7D | -8.9% | -14.6% | +5.7% | -1.1% |
| 30D | -31.3% | -21.1% | -10.2% | -22.5% |
| 3M | -29.2% | -3.1% | -26.1% | -29.8% |
| 6M | -35.4% | +17.4% | -52.8% | -42.6% |
| YTD | -34.2% | +135.3% | -169.5% | -59.8% |
| 1Y | -44.7% | +146.5% | -191.2% | -67.9% |
| All | -44.7% | +144.4% | -189.1% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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