+278.7%
IONQ vs MKSI
+90.4%
+188.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.0% | -6.7% | -6.5% |
| 7D | +1.3% | +6.6% | -5.3% | -3.9% |
| 30D | -10.3% | -8.2% | -2.1% | -4.1% |
| 3M | -32.7% | -16.4% | -16.3% | -25.6% |
| 6M | +6.3% | +23.0% | -16.6% | -15.6% |
| YTD | -15.0% | +68.2% | -83.2% | -50.7% |
| 1Y | -13.3% | +148.6% | -161.9% | -64.8% |
| 3Y | +97.2% | +196.0% | -98.8% | -38.8% |
| 5Y | +278.7% | +87.4% | +191.4% | +88.0% |
| All | +278.7% | +90.4% | +188.4% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling