-13.3%
IONQ vs DKS
-40.1%
+26.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.7% | -6.5% | -5.9% |
| 7D | +1.3% | -2.9% | +4.2% | +2.0% |
| 30D | -10.3% | -37.7% | +27.4% | +3.1% |
| 3M | -32.7% | -38.9% | +6.2% | -22.8% |
| 6M | +6.3% | -31.1% | +37.4% | +15.3% |
| YTD | -15.0% | -31.8% | +16.8% | -8.0% |
| 1Y | -13.3% | -38.0% | +24.7% | -2.9% |
| All | -13.3% | -40.1% | +26.8% | -2.9% |
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