+294.8%
IONQ vs RL
+238.1%
+56.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.8% | -0.4% |
| 7D | +0.8% | -0.8% | +1.6% | +1.5% |
| 30D | -1.0% | -7.8% | +6.7% | +5.1% |
| 3M | -39.8% | -4.0% | -35.8% | -39.1% |
| 6M | +6.4% | -1.9% | +8.3% | +4.3% |
| YTD | -11.9% | -0.2% | -11.8% | -15.3% |
| 1Y | -6.2% | +10.7% | -16.8% | -18.3% |
| 3Y | +125.7% | +210.8% | -85.1% | -18.0% |
| All | +294.8% | +238.1% | +56.7% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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