+93.9%
IONQ vs RRX
+14.4%
+79.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.9% | +1.4% | +3.6% |
| 7D | +25.5% | +12.3% | +13.1% | +16.6% |
| 30D | -11.4% | +9.5% | -21.0% | -16.2% |
| 3M | -20.5% | +1.8% | -22.2% | -21.1% |
| 6M | -28.2% | -15.3% | -12.9% | -20.9% |
| YTD | -21.2% | +29.6% | -50.8% | -39.7% |
| 1Y | -40.4% | +34.1% | -74.4% | -55.8% |
| 3Y | +214.7% | +74.0% | +140.7% | +78.6% |
| All | +93.9% | +14.4% | +79.4% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling