+304.7%
IONQ vs DKS
+9.4%
+295.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.3% | +4.7% |
| 7D | +7.1% | -0.4% | +7.6% | +7.2% |
| 30D | -8.9% | -36.6% | +27.7% | +9.0% |
| 3M | -35.6% | -37.6% | +2.1% | -23.1% |
| 6M | +13.3% | -32.1% | +45.3% | +29.7% |
| YTD | -9.8% | -32.3% | +22.5% | +3.0% |
| 1Y | -1.3% | -39.5% | +38.2% | +18.7% |
| 3Y | +109.3% | +27.7% | +81.6% | +59.1% |
| 5Y | +304.7% | +15.0% | +289.7% | +152.1% |
| All | +304.7% | +9.4% | +295.3% | +152.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling