+265.9%
IONQ vs RKT
-17.4%
+283.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | +0.8% | +2.1% | -1.3% | +0.1% |
| 30D | -1.0% | +1.4% | -2.5% | -1.6% |
| 3M | -39.8% | +6.3% | -46.1% | -41.6% |
| 6M | +6.4% | -15.5% | +21.9% | +10.6% |
| YTD | -11.9% | -27.4% | +15.5% | -4.8% |
| 1Y | -6.2% | -26.6% | +20.4% | 0.0% |
| 3Y | +125.7% | +41.2% | +84.5% | +82.6% |
| 5Y | +296.0% | -6.4% | +302.4% | +204.7% |
| All | +265.9% | -17.4% | +283.3% | +178.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling