+304.7%
IONQ vs RRX
+19.7%
+285.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.1% |
| 7D | +7.1% | +4.3% | +2.8% | +4.2% |
| 30D | -8.9% | -8.0% | -0.9% | -3.6% |
| 3M | -35.6% | -22.0% | -13.5% | -25.6% |
| 6M | +13.3% | -11.9% | +25.2% | +18.7% |
| YTD | -9.8% | +17.1% | -26.9% | -25.8% |
| 1Y | -1.3% | +14.9% | -16.2% | -18.5% |
| 3Y | +109.3% | +6.9% | +102.4% | +75.3% |
| 5Y | +304.7% | +19.6% | +285.1% | +207.9% |
| All | +304.7% | +19.7% | +285.0% | +207.9% |
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