+304.7%
IONQ vs AVTR
-63.6%
+368.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.6% |
| 7D | +7.1% | +7.4% | -0.3% | +3.9% |
| 30D | -8.9% | +12.2% | -21.1% | -13.3% |
| 3M | -35.6% | +57.4% | -92.9% | -48.7% |
| 6M | +13.3% | +86.7% | -73.4% | -16.5% |
| YTD | -9.8% | +33.1% | -42.9% | -23.0% |
| 1Y | -1.3% | +16.1% | -17.5% | -15.6% |
| 3Y | +109.3% | -24.6% | +133.9% | +109.9% |
| 5Y | +304.7% | -63.5% | +368.2% | +623.0% |
| All | +304.7% | -63.6% | +368.3% | +623.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling