+56.9%
IONQ vs RBA
+47.6%
+9.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +5.9% | +6.8% |
| 7D | +25.5% | +2.5% | +22.9% | +23.3% |
| 30D | -11.4% | +11.6% | -23.0% | -18.2% |
| 3M | -20.5% | +1.5% | -22.0% | -22.4% |
| 6M | -28.2% | -6.6% | -21.6% | -27.5% |
| YTD | -21.2% | -6.3% | -15.0% | -20.7% |
| 1Y | -40.4% | -4.0% | -36.4% | -41.0% |
| 3Y | +214.7% | +47.3% | +167.4% | +135.3% |
| 5Y | +56.9% | +47.7% | +9.2% | +83.8% |
| All | +56.9% | +47.6% | +9.3% | +83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling