-44.7%
IONQ vs KDP
+41.3%
-86.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.9% | -7.4% | +1.3% |
| 7D | -8.9% | +5.3% | -14.2% | -6.4% |
| 30D | -31.3% | +19.1% | -50.4% | -25.5% |
| 3M | -29.2% | +19.2% | -48.3% | -23.1% |
| 6M | -35.4% | +29.3% | -64.7% | -26.9% |
| YTD | -34.2% | +35.5% | -69.7% | -22.1% |
| 1Y | -44.7% | +43.5% | -88.1% | -28.7% |
| All | -44.7% | +41.3% | -86.0% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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