+144.7%
IONQ vs ASX
+542.4%
-397.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -20.8% | +10.2% | +4.3% |
| 7D | -16.7% | -33.3% | +16.6% | +9.5% |
| 30D | -38.9% | -36.5% | -2.5% | -17.8% |
| 3M | -33.8% | -19.2% | -14.6% | -26.6% |
| 6M | -44.9% | -10.2% | -34.7% | -45.0% |
| YTD | -41.1% | +86.5% | -127.5% | -68.0% |
| 1Y | -52.3% | +89.6% | -141.9% | -74.5% |
| 3Y | +128.2% | +298.6% | -170.4% | -34.0% |
| 5Y | +37.2% | +414.3% | -377.1% | -67.5% |
| All | +144.7% | +542.4% | -397.7% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling