+167.4%
IONQ vs MKSI
+48.8%
+118.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.6% | -3.8% | -4.4% |
| 7D | -11.5% | +12.2% | -23.6% | -19.0% |
| 30D | -8.1% | -8.0% | 0.0% | -1.9% |
| 3M | -35.8% | -29.5% | -6.3% | -17.2% |
| 6M | -47.7% | -31.9% | -15.8% | -32.9% |
| YTD | -35.6% | +35.3% | -70.9% | -54.2% |
| 1Y | -36.4% | +50.3% | -86.7% | -58.5% |
| 3Y | +150.0% | +216.4% | -66.4% | -18.3% |
| 5Y | +43.3% | +34.4% | +8.9% | -10.4% |
| All | +167.4% | +48.8% | +118.7% | +59.2% |
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