-13.3%
IONQ vs VIK
+33.4%
-46.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.4% | -2.3% | -3.8% |
| 7D | +1.3% | -0.8% | +2.1% | +1.9% |
| 30D | -10.3% | -18.0% | +7.7% | -0.4% |
| 3M | -32.7% | -5.8% | -26.9% | -30.3% |
| 6M | +6.3% | +17.2% | -10.8% | -1.9% |
| YTD | -15.0% | +19.1% | -34.1% | -20.5% |
| 1Y | -13.3% | +33.6% | -46.9% | -24.8% |
| All | -13.3% | +33.4% | -46.8% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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