+265.9%
IONQ vs RBA
+33.8%
+232.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +0.8% | -2.9% | +3.7% | +2.8% |
| 30D | -1.0% | -12.3% | +11.3% | +7.2% |
| 3M | -39.8% | -20.5% | -19.3% | -31.8% |
| 6M | +6.4% | -18.5% | +25.0% | +18.4% |
| YTD | -11.9% | -18.2% | +6.3% | -2.1% |
| 1Y | -6.2% | -27.5% | +21.4% | +12.7% |
| 3Y | +125.7% | +38.1% | +87.6% | +84.3% |
| 5Y | +296.0% | +44.8% | +251.2% | +218.6% |
| All | +265.9% | +33.8% | +232.1% | +185.4% |
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