-44.7%
IONQ vs DKS
-29.5%
-15.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.7% | -9.2% | -2.5% |
| 7D | -8.9% | +8.4% | -17.3% | -10.0% |
| 30D | -31.3% | +7.7% | -38.9% | -32.2% |
| 3M | -29.2% | -25.8% | -3.4% | -24.2% |
| 6M | -35.4% | -31.0% | -4.4% | -29.8% |
| YTD | -34.2% | -23.8% | -10.4% | -30.6% |
| 1Y | -44.7% | -29.8% | -14.8% | -42.5% |
| All | -44.7% | -29.5% | -15.2% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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