+294.8%
IONQ vs ROK
+46.3%
+248.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.1% |
| 7D | +0.8% | +0.7% | +0.1% | +0.2% |
| 30D | -1.0% | -3.3% | +2.3% | +2.3% |
| 3M | -39.8% | -5.9% | -33.9% | -37.0% |
| 6M | +6.4% | +13.9% | -7.4% | -5.9% |
| YTD | -11.9% | +12.6% | -24.5% | -21.0% |
| 1Y | -6.2% | +28.6% | -34.7% | -25.1% |
| 3Y | +125.7% | +45.1% | +80.6% | +55.0% |
| All | +294.8% | +46.3% | +248.5% | +165.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling