+241.1%
IONQ vs MKSI
+80.6%
+160.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -1.7% |
| 7D | -5.6% | +4.9% | -10.5% | -9.0% |
| 30D | -15.2% | -11.0% | -4.2% | -7.5% |
| 3M | -34.9% | -17.1% | -17.9% | -27.8% |
| 6M | +4.9% | +16.4% | -11.5% | -11.1% |
| YTD | -17.9% | +64.3% | -82.2% | -49.1% |
| 1Y | -16.0% | +137.7% | -153.7% | -61.8% |
| 3Y | +90.5% | +189.1% | -98.6% | -31.2% |
| 5Y | +268.4% | +83.1% | +185.3% | +93.0% |
| All | +241.1% | +80.6% | +160.5% | +76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling