-39.1%
IONQ vs KDP
+36.0%
-75.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -7.4% | -2.0% | -12.1% |
| 7D | +16.8% | -4.0% | +20.7% | +15.4% |
| 30D | -11.1% | +8.5% | -19.6% | -7.3% |
| 3M | -31.7% | +20.7% | -52.4% | -25.5% |
| 6M | -44.8% | +23.2% | -67.9% | -38.8% |
| YTD | -31.2% | +30.5% | -61.7% | -20.4% |
| 1Y | -39.1% | +35.9% | -75.0% | -25.4% |
| All | -39.1% | +36.0% | -75.1% | -25.4% |
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