-44.7%
IONQ vs BLK
+17.9%
-62.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.4% | -6.9% | -5.6% |
| 7D | -8.9% | +5.7% | -14.7% | -13.0% |
| 30D | -31.3% | +14.8% | -46.1% | -38.6% |
| 3M | -29.2% | +8.8% | -38.0% | -34.1% |
| 6M | -35.4% | +17.6% | -53.0% | -43.3% |
| YTD | -34.2% | +16.3% | -50.4% | -44.0% |
| 1Y | -44.7% | +18.0% | -62.6% | -54.0% |
| All | -44.7% | +17.9% | -62.5% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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