+265.9%
IONQ vs AXTI
+529.0%
-263.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.7% | -8.4% | -1.0% |
| 7D | +0.8% | +5.1% | -4.3% | -0.5% |
| 30D | -1.0% | -10.2% | +9.1% | +0.5% |
| 3M | -39.8% | -41.8% | +2.0% | -34.8% |
| 6M | +6.4% | +57.5% | -51.1% | -15.7% |
| YTD | -11.9% | +277.0% | -288.9% | -49.2% |
| 1Y | -6.2% | +1,982.4% | -1,988.6% | -68.8% |
| 3Y | +125.7% | +2,234.8% | -2,109.1% | -42.6% |
| 5Y | +296.0% | +528.3% | -232.3% | +49.3% |
| All | +265.9% | +529.0% | -263.1% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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