+91.9%
IONQ vs RCAT
+63.2%
+28.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.4% | +5.5% | +1.0% |
| 7D | +16.7% | -5.6% | +22.3% | +18.9% |
| 30D | -12.3% | -27.0% | +14.8% | -3.1% |
| 3M | -17.7% | -57.9% | +40.2% | +6.5% |
| 6M | -28.9% | -59.4% | +30.5% | -8.2% |
| YTD | -22.0% | -46.9% | +24.9% | -9.2% |
| 1Y | -36.8% | -54.0% | +17.2% | -23.4% |
| 3Y | +228.2% | +378.4% | -150.2% | +167.6% |
| 5Y | +91.9% | +61.9% | +30.0% | +120.7% |
| All | +91.9% | +63.2% | +28.8% | +120.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling