-36.2%
IONQ vs ROK
+4.6%
-40.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.6% | +4.7% | +5.1% |
| 7D | +25.5% | -11.5% | +37.0% | +39.7% |
| 30D | -11.4% | -10.0% | -1.4% | -2.9% |
| 3M | -20.5% | -11.4% | -9.0% | -11.2% |
| 6M | -28.2% | -13.7% | -14.5% | -19.4% |
| YTD | -21.2% | +1.0% | -22.3% | -26.5% |
| All | -36.2% | +4.6% | -40.7% | -40.0% |
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