-6.2%
IONQ vs RBA
-26.5%
+20.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +0.8% | -2.9% | +3.7% | +2.3% |
| 30D | -1.0% | -12.3% | +11.3% | +5.7% |
| 3M | -39.8% | -20.5% | -19.3% | -34.3% |
| 6M | +6.4% | -18.5% | +25.0% | +13.5% |
| YTD | -11.9% | -18.2% | +6.3% | -4.9% |
| 1Y | -6.2% | -27.5% | +21.4% | +14.6% |
| All | -6.2% | -26.5% | +20.4% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling