+108.3%
IONQ vs KHC
-10.0%
+118.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.1% |
| 7D | +0.8% | -1.8% | +2.6% | +0.4% |
| 30D | -1.0% | -1.9% | +0.8% | -1.4% |
| 3M | -39.8% | +14.4% | -54.2% | -37.8% |
| 6M | +6.4% | +8.7% | -2.3% | +9.3% |
| YTD | -11.9% | +7.8% | -19.7% | -9.5% |
| 1Y | -6.2% | -1.5% | -4.6% | -5.0% |
| All | +108.3% | -10.0% | +118.4% | +107.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling