-8.0%
IONQ vs JAAA
+4.8%
-12.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +7.1% | +0.1% | +7.0% | +5.4% |
| 30D | -8.9% | +0.5% | -9.4% | -15.2% |
| 3M | -35.6% | +1.2% | -36.8% | -46.8% |
| 6M | +13.3% | +2.8% | +10.4% | -26.2% |
| YTD | -9.8% | +3.2% | -13.0% | -43.5% |
| All | -8.0% | +4.8% | -12.9% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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