-1.3%
IONQ vs AVTR
+15.8%
-17.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +2.2% |
| 7D | +7.1% | +7.4% | -0.3% | +6.3% |
| 30D | -8.9% | +12.2% | -21.1% | -10.0% |
| 3M | -35.6% | +57.4% | -92.9% | -39.8% |
| 6M | +13.3% | +86.7% | -73.4% | +2.3% |
| YTD | -9.8% | +33.1% | -42.9% | -20.2% |
| 1Y | -1.3% | +16.1% | -17.5% | -12.1% |
| All | -1.3% | +15.8% | -17.1% | -12.1% |
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