+295.2%
IONQ vs JAAA
+26.4%
+268.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +0.8% |
| 7D | +0.8% | +0.2% | +0.6% | -0.2% |
| 30D | -1.0% | +0.5% | -1.6% | -3.8% |
| 3M | -39.8% | +1.3% | -41.1% | -43.8% |
| 6M | +6.4% | +2.7% | +3.8% | -7.6% |
| YTD | -11.9% | +3.2% | -15.1% | -25.4% |
| 1Y | -6.2% | +4.9% | -11.1% | -27.1% |
| 3Y | +125.7% | +19.0% | +106.7% | +17.1% |
| All | +295.2% | +26.4% | +268.8% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling