+227.2%
IONQ vs JAAA
+29.4%
+197.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | +25.5% | +0.1% | +25.4% | +25.1% |
| 30D | -11.4% | +0.4% | -11.8% | -13.2% |
| 3M | -20.5% | +1.1% | -21.6% | -25.1% |
| 6M | -28.2% | +2.3% | -30.5% | -36.2% |
| YTD | -21.2% | +3.9% | -25.1% | -35.3% |
| 1Y | -40.4% | +4.8% | -45.2% | -53.1% |
| 3Y | +214.7% | +18.4% | +196.3% | +66.5% |
| 5Y | +56.9% | +27.4% | +29.5% | -33.5% |
| All | +227.2% | +29.4% | +197.8% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling