+45.7%
IONQ vs RKT
-7.1%
+52.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.4% | -6.4% |
| 7D | -11.5% | -9.0% | -2.5% | -7.2% |
| 30D | -8.1% | +30.2% | -38.3% | -20.0% |
| 3M | -35.8% | -8.8% | -27.0% | -33.6% |
| 6M | -47.7% | -0.9% | -46.8% | -49.1% |
| YTD | -35.6% | -29.2% | -6.5% | -27.4% |
| 1Y | -36.4% | -20.1% | -16.3% | -32.6% |
| 3Y | +150.0% | +81.3% | +68.7% | +17.4% |
| All | +45.7% | -7.1% | +52.8% | -4.9% |
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