+45.7%
IONQ vs ASX
+482.2%
-436.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.0% | -4.4% | -4.8% |
| 7D | -11.5% | +12.4% | -23.9% | -19.4% |
| 30D | -8.1% | -19.8% | +11.7% | +6.0% |
| 3M | -35.8% | -10.3% | -25.5% | -33.6% |
| 6M | -47.7% | +1.2% | -49.0% | -53.0% |
| YTD | -35.6% | +123.0% | -158.7% | -72.5% |
| 1Y | -36.4% | +145.4% | -181.8% | -75.1% |
| 3Y | +150.0% | +368.6% | -218.6% | -49.8% |
| All | +45.7% | +482.2% | -436.5% | -77.8% |
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