+253.1%
IONQ vs KKR
+170.0%
+83.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -4.4% |
| 7D | +1.3% | -2.2% | +3.5% | +3.3% |
| 30D | -10.3% | +0.3% | -10.6% | -11.0% |
| 3M | -32.7% | +8.8% | -41.5% | -38.7% |
| 6M | +6.3% | +14.9% | -8.6% | -8.2% |
| YTD | -15.0% | -17.9% | +2.9% | -1.1% |
| 1Y | -13.3% | -23.7% | +10.4% | +7.0% |
| 3Y | +97.2% | +69.1% | +28.2% | +16.1% |
| 5Y | +278.7% | +72.6% | +206.2% | +129.5% |
| All | +253.1% | +170.0% | +83.2% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 10y: compounded portfolio wealth divided by compounded KKR 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…
10y analysis · Full analysis span regression · 6 months rolling