+274.7%
IONQ vs NOK
+197.1%
+77.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | -0.2% |
| 7D | +7.1% | +7.3% | -0.1% | +3.9% |
| 30D | -8.9% | +13.8% | -22.7% | -13.6% |
| 3M | -35.6% | -27.0% | -8.6% | -26.9% |
| 6M | +13.3% | +37.6% | -24.3% | -0.3% |
| YTD | -9.8% | +64.6% | -74.4% | -26.8% |
| 1Y | -1.3% | +132.0% | -133.3% | -33.9% |
| 3Y | +109.3% | +183.7% | -74.4% | +26.6% |
| 5Y | +304.7% | +101.3% | +203.4% | +173.4% |
| All | +274.7% | +197.1% | +77.6% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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