-39.1%
IONQ vs ROK
+4.1%
-43.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.5% | -8.9% | -9.0% |
| 7D | +16.8% | +6.1% | +10.7% | +10.4% |
| 30D | -11.1% | -6.5% | -4.6% | -5.9% |
| 3M | -31.7% | -10.2% | -21.5% | -24.8% |
| 6M | -44.8% | -10.6% | -34.1% | -39.9% |
| YTD | -31.2% | +4.9% | -36.1% | -38.2% |
| 1Y | -39.1% | +3.8% | -43.0% | -43.4% |
| All | -39.1% | +4.1% | -43.2% | -43.4% |
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