-1.3%
IONQ vs ROK
+26.1%
-27.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +3.4% |
| 7D | +7.1% | +2.8% | +4.3% | +4.4% |
| 30D | -8.9% | -2.4% | -6.5% | -6.6% |
| 3M | -35.6% | -4.7% | -30.9% | -34.1% |
| 6M | +13.3% | +16.8% | -3.5% | -3.9% |
| YTD | -9.8% | +11.4% | -21.2% | -18.4% |
| 1Y | -1.3% | +26.2% | -27.5% | -13.0% |
| All | -1.3% | +26.1% | -27.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 1y: compounded portfolio wealth divided by compounded ROK 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…
1y analysis · Full analysis span regression · 6 months rolling