-36.2%
IONQ vs DKS
-31.4%
-4.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.9% | +3.5% | +7.5% |
| 7D | +25.5% | +3.8% | +21.6% | +24.8% |
| 30D | -11.4% | +8.1% | -19.5% | -12.6% |
| 3M | -20.5% | -28.6% | +8.2% | -13.4% |
| 6M | -28.2% | -33.6% | +5.4% | -20.5% |
| YTD | -21.2% | -23.8% | +2.5% | -16.9% |
| All | -36.2% | -31.4% | -4.7% | -32.2% |
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