+135.8%
IONQ vs ASX
+298.6%
-162.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -20.8% | +10.2% | +3.7% |
| 7D | -16.7% | -33.3% | +16.6% | +8.3% |
| 30D | -38.9% | -36.5% | -2.5% | -18.6% |
| 3M | -33.8% | -19.2% | -14.6% | -27.1% |
| 6M | -44.9% | -10.2% | -34.7% | -45.4% |
| YTD | -41.1% | +86.5% | -127.5% | -69.0% |
| 1Y | -52.3% | +89.6% | -141.9% | -75.3% |
| All | +135.8% | +298.6% | -162.8% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling