-37.4%
IONQ vs KHC
+6.0%
-43.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.6% |
| 7D | +15.3% | -4.6% | +19.9% | +13.2% |
| 30D | -6.1% | +8.1% | -14.2% | -3.6% |
| 3M | -21.6% | 0.0% | -21.6% | -21.2% |
| 6M | -40.1% | +7.9% | -48.1% | -38.7% |
| YTD | -24.1% | +5.3% | -29.4% | -23.0% |
| 1Y | -37.4% | +5.1% | -42.5% | -36.8% |
| All | -37.4% | +6.0% | -43.4% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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