-16.0%
IONQ vs AUR
+10.3%
-26.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.8% | -1.3% |
| 7D | -5.6% | +0.2% | -5.7% | -5.7% |
| 30D | -15.2% | -8.9% | -6.3% | -9.5% |
| 3M | -34.9% | +4.6% | -39.6% | -38.0% |
| 6M | +4.9% | +44.9% | -40.0% | -27.4% |
| YTD | -17.9% | +64.8% | -82.7% | -50.5% |
| 1Y | -16.0% | +16.4% | -32.4% | -25.8% |
| All | -16.0% | +10.3% | -26.3% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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