+52.8%
IONQ vs ASX
+431.2%
-378.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +6.4% | +17.0% | +18.3% |
| 7D | +8.6% | -19.9% | +28.5% | +28.0% |
| 30D | -21.1% | -30.9% | +9.8% | +2.6% |
| 3M | -17.9% | -15.1% | -2.8% | -11.4% |
| 6M | -37.9% | -6.5% | -31.5% | -40.5% |
| YTD | -27.3% | +98.4% | -125.7% | -66.1% |
| 1Y | -43.2% | +107.9% | -151.1% | -74.6% |
| 3Y | +191.0% | +325.3% | -134.3% | -38.3% |
| All | +52.8% | +431.2% | -378.4% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling