+265.9%
IONQ vs MKSI
+79.6%
+186.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | -1.9% |
| 7D | +0.8% | +1.8% | -1.0% | -0.6% |
| 30D | -1.0% | -16.8% | +15.8% | +13.5% |
| 3M | -39.8% | -21.1% | -18.7% | -30.4% |
| 6M | +6.4% | +10.8% | -4.4% | -6.9% |
| YTD | -11.9% | +63.3% | -75.3% | -45.2% |
| 1Y | -6.2% | +157.0% | -163.1% | -60.1% |
| 3Y | +125.7% | +163.7% | -38.0% | -12.1% |
| 5Y | +296.0% | +82.0% | +214.0% | +108.4% |
| All | +265.9% | +79.6% | +186.4% | +90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling