-36.8%
IONQ vs BAM
+3.7%
-40.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | 0.0% |
| 7D | +16.7% | +5.0% | +11.7% | +12.9% |
| 30D | -12.3% | +16.6% | -28.9% | -22.3% |
| 3M | -17.7% | +2.2% | -19.9% | -19.3% |
| 6M | -28.9% | +9.7% | -38.6% | -34.7% |
| YTD | -22.0% | +5.2% | -27.3% | -26.4% |
| 1Y | -36.8% | +3.9% | -40.7% | -39.8% |
| All | -36.8% | +3.7% | -40.5% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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