+266.8%
IONQ vs RKT
-10.3%
+277.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -7.0% | -6.3% | -0.8% | -3.9% |
| 30D | -18.7% | -6.2% | -12.5% | -16.2% |
| 3M | -36.6% | -1.9% | -34.8% | -37.1% |
| 6M | +7.2% | -13.0% | +20.2% | +12.0% |
| YTD | -18.1% | -31.9% | +13.8% | -4.6% |
| 1Y | -21.9% | -37.6% | +15.7% | -6.7% |
| 3Y | +86.7% | +36.8% | +49.9% | +8.2% |
| All | +266.8% | -10.3% | +277.0% | +185.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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