+63.3%
QBTS vs AEP
+86.4%
-23.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.5% |
| 7D | -2.4% | +1.8% | -4.2% | -1.8% |
| 30D | -22.5% | -0.8% | -21.7% | -22.6% |
| 3M | -40.0% | -1.8% | -38.2% | -40.2% |
| 6M | -12.3% | -5.4% | -7.0% | -13.7% |
| YTD | -36.6% | +10.4% | -47.0% | -33.9% |
| 1Y | +8.4% | +18.2% | -9.7% | +16.0% |
| 3Y | +1,380.4% | +79.0% | +1,301.4% | +1,724.3% |
| 5Y | +69.7% | +64.8% | +4.9% | +100.6% |
| All | +63.3% | +86.4% | -23.1% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 all: compounded portfolio wealth divided by compounded AEP 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…
all analysis · Full analysis span regression · 6 months rolling