-44.7%
IONQ vs RRX
+30.0%
-74.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | +0.1% |
| 7D | -8.9% | +7.6% | -16.5% | -11.9% |
| 30D | -31.3% | +7.5% | -38.8% | -33.4% |
| 3M | -29.2% | -21.0% | -8.2% | -23.0% |
| 6M | -35.4% | -18.1% | -17.3% | -30.8% |
| YTD | -34.2% | +24.3% | -58.4% | -37.5% |
| 1Y | -44.7% | +29.3% | -74.0% | -48.8% |
| All | -44.7% | +30.0% | -74.7% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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