-44.7%
IONQ vs MKSI
+40.1%
-84.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | +1.3% |
| 7D | -8.9% | -10.7% | +1.8% | -3.0% |
| 30D | -31.3% | -30.5% | -0.8% | -16.1% |
| 3M | -29.2% | -39.2% | +10.0% | -7.7% |
| 6M | -35.4% | -33.0% | -2.4% | -20.6% |
| YTD | -34.2% | +22.3% | -56.5% | -43.1% |
| 1Y | -44.7% | +42.7% | -87.3% | -58.7% |
| All | -44.7% | +40.1% | -84.8% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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