+191.0%
IONQ vs RBA
+42.3%
+148.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.3% | +24.7% | +24.2% |
| 7D | +8.6% | +4.3% | +4.3% | +5.2% |
| 30D | -21.1% | +16.3% | -37.4% | -29.4% |
| 3M | -17.9% | +1.3% | -19.2% | -19.5% |
| 6M | -37.9% | -11.1% | -26.9% | -34.9% |
| YTD | -27.3% | -8.5% | -18.8% | -25.9% |
| 1Y | -43.2% | -2.1% | -41.1% | -45.1% |
| 3Y | +191.0% | +44.6% | +146.4% | +126.6% |
| All | +191.0% | +42.3% | +148.7% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling