-44.7%
IONQ vs AVTR
+37.4%
-82.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -8.9% | -6.2% | -2.7% | -7.0% |
| 30D | -31.3% | -1.0% | -30.2% | -31.0% |
| 3M | -29.2% | +14.4% | -43.6% | -31.7% |
| 6M | -35.4% | +95.9% | -131.3% | -52.0% |
| YTD | -34.2% | +36.6% | -70.7% | -47.6% |
| 1Y | -44.7% | +35.1% | -79.8% | -55.4% |
| All | -44.7% | +37.4% | -82.1% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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