+45.7%
IONQ vs BKR
+126.3%
-80.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.2% | -7.6% | -7.1% |
| 7D | -11.5% | +3.8% | -15.2% | -13.4% |
| 30D | -8.1% | -10.3% | +2.2% | -2.3% |
| 3M | -35.8% | -21.7% | -14.1% | -26.2% |
| 6M | -47.7% | -23.8% | -24.0% | -39.0% |
| YTD | -35.6% | +10.3% | -45.9% | -41.3% |
| 1Y | -36.4% | +5.7% | -42.1% | -40.5% |
| 3Y | +150.0% | +52.6% | +97.4% | +90.7% |
| All | +45.7% | +126.3% | -80.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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