+202.0%
IONQ vs RCAT
+34.7%
+167.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +18.6% | +4.8% | +19.2% |
| 7D | +8.6% | -12.7% | +21.3% | +12.2% |
| 30D | -21.1% | -34.3% | +13.2% | -13.1% |
| 3M | -17.9% | -53.4% | +35.5% | -2.9% |
| 6M | -37.9% | -62.0% | +24.0% | -23.8% |
| YTD | -27.3% | -49.1% | +21.8% | -17.0% |
| 1Y | -43.2% | -53.1% | +9.9% | -34.0% |
| 3Y | +191.0% | +318.7% | -127.7% | +164.8% |
| 5Y | +69.3% | +48.5% | +20.7% | +59.3% |
| All | +202.0% | +34.7% | +167.4% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling