+296.6%
RKLB vs IONQ
+55.1%
+241.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +8.3% | +2.6% | +7.5% |
| 7D | +13.0% | +25.5% | -12.4% | +3.4% |
| 30D | -13.7% | -11.4% | -2.3% | -9.5% |
| 3M | -28.9% | -20.5% | -8.5% | -22.4% |
| 6M | -44.2% | -28.2% | -16.0% | -36.8% |
| YTD | -15.6% | -21.2% | +5.6% | -9.1% |
| 1Y | +14.0% | -40.4% | +54.4% | +35.9% |
| 3Y | +1,275.2% | +214.7% | +1,060.5% | +646.0% |
| 5Y | +296.6% | +56.9% | +239.8% | +93.4% |
| All | +296.6% | +55.1% | +241.6% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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