-44.7%
IONQ vs RTX
+14.1%
-58.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -0.9% |
| 7D | -8.9% | +1.3% | -10.2% | -9.2% |
| 30D | -31.3% | +7.6% | -38.9% | -32.9% |
| 3M | -29.2% | -8.6% | -20.5% | -26.2% |
| 6M | -35.4% | +15.6% | -51.1% | -42.3% |
| YTD | -34.2% | +9.4% | -43.5% | -45.1% |
| 1Y | -44.7% | +14.7% | -59.3% | -58.2% |
| All | -44.7% | +14.1% | -58.7% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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