+52.8%
IONQ vs RBA
+37.7%
+15.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.3% | +24.7% | +24.3% |
| 7D | +8.6% | +4.3% | +4.3% | +5.2% |
| 30D | -21.1% | +16.3% | -37.4% | -29.5% |
| 3M | -17.9% | +1.3% | -19.2% | -19.9% |
| 6M | -37.9% | -11.1% | -26.9% | -35.1% |
| YTD | -27.3% | -8.5% | -18.8% | -25.7% |
| 1Y | -43.2% | -2.1% | -41.1% | -44.7% |
| 3Y | +191.0% | +44.6% | +146.4% | +119.9% |
| All | +52.8% | +37.7% | +15.1% | +82.7% |
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