+109.3%
IONQ vs MKSI
+191.2%
-81.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.4% | +1.0% |
| 7D | +7.1% | +7.7% | -0.6% | +1.5% |
| 30D | -8.9% | -12.9% | +4.0% | +0.4% |
| 3M | -35.6% | -14.8% | -20.7% | -30.4% |
| 6M | +13.3% | +26.6% | -13.4% | -9.0% |
| YTD | -9.8% | +66.6% | -76.4% | -43.6% |
| 1Y | -1.3% | +144.6% | -145.9% | -55.0% |
| 3Y | +109.3% | +193.1% | -83.9% | -18.0% |
| All | +109.3% | +191.2% | -81.9% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling