+75.4%
QBTS vs ROK
+45.0%
+30.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | +3.8% | +0.2% | +3.7% | +3.7% |
| 30D | -15.2% | -1.8% | -13.4% | -14.3% |
| 3M | -27.2% | -7.2% | -20.0% | -24.6% |
| 6M | -10.1% | +14.2% | -24.2% | -15.4% |
| YTD | -34.5% | +10.6% | -45.1% | -37.1% |
| 1Y | +6.0% | +25.9% | -19.9% | -2.8% |
| 3Y | +1,779.3% | +50.8% | +1,728.5% | +1,475.1% |
| 5Y | +75.4% | +47.0% | +28.4% | +53.1% |
| All | +75.4% | +45.0% | +30.4% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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