+144.7%
IONQ vs RBA
+51.8%
+92.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.3% | -10.2% | -10.3% |
| 7D | -16.7% | +7.3% | -24.0% | -20.5% |
| 30D | -38.9% | +16.9% | -55.9% | -45.1% |
| 3M | -33.8% | -0.5% | -33.3% | -34.5% |
| 6M | -44.9% | -10.4% | -34.5% | -42.7% |
| YTD | -41.1% | -7.2% | -33.9% | -40.1% |
| 1Y | -52.3% | -2.2% | -50.1% | -53.2% |
| 3Y | +128.2% | +43.7% | +84.5% | +78.5% |
| 5Y | +37.2% | +38.7% | -1.5% | +6.9% |
| All | +144.7% | +51.8% | +92.9% | +74.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling