-6.2%
IONQ vs RRX
+14.9%
-21.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.8% | +3.4% | -2.6% | -0.6% |
| 30D | -1.0% | -11.1% | +10.1% | +4.1% |
| 3M | -39.8% | -23.7% | -16.1% | -33.2% |
| 6M | +6.4% | -22.0% | +28.4% | +16.3% |
| YTD | -11.9% | +16.5% | -28.4% | -18.0% |
| 1Y | -6.2% | +11.5% | -17.7% | -11.3% |
| All | -6.2% | +14.9% | -21.0% | -11.3% |
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