+265.9%
IONQ vs NOK
+179.8%
+86.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.2% |
| 7D | +0.8% | -1.8% | +2.6% | +1.6% |
| 30D | -1.0% | +4.7% | -5.7% | -2.8% |
| 3M | -39.8% | -39.7% | -0.2% | -26.2% |
| 6M | +6.4% | +23.1% | -16.6% | -1.9% |
| YTD | -11.9% | +55.0% | -66.9% | -26.7% |
| 1Y | -6.2% | +118.0% | -124.2% | -35.4% |
| 3Y | +125.7% | +170.5% | -44.8% | +39.3% |
| 5Y | +296.0% | +84.9% | +211.1% | +174.6% |
| All | +265.9% | +179.8% | +86.1% | +156.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling