-36.4%
IONQ vs BAM
-1.2%
-35.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.6% |
| 7D | -11.5% | -2.7% | -8.8% | -9.4% |
| 30D | -8.1% | +15.5% | -23.6% | -17.8% |
| 3M | -35.8% | -6.9% | -28.9% | -31.8% |
| 6M | -47.7% | +9.9% | -57.6% | -52.2% |
| YTD | -35.6% | +1.4% | -37.0% | -37.4% |
| 1Y | -36.4% | +3.3% | -39.7% | -37.8% |
| All | -36.4% | -1.2% | -35.2% | -37.8% |
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