-36.4%
IONQ vs BLK
+14.6%
-50.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.5% | -6.9% | -6.8% |
| 7D | -11.5% | +3.7% | -15.2% | -14.0% |
| 30D | -8.1% | +13.9% | -22.0% | -16.8% |
| 3M | -35.8% | +3.9% | -39.7% | -37.8% |
| 6M | -47.7% | +13.0% | -60.7% | -51.8% |
| YTD | -35.6% | +16.1% | -51.8% | -44.4% |
| 1Y | -36.4% | +16.8% | -53.2% | -45.4% |
| All | -36.4% | +14.6% | -50.9% | -45.4% |
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