+109.3%
IONQ vs KKR
+75.8%
+33.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +4.1% |
| 7D | +7.1% | -0.6% | +7.8% | +7.6% |
| 30D | -8.9% | +3.0% | -11.9% | -12.0% |
| 3M | -35.6% | +13.6% | -49.2% | -43.8% |
| 6M | +13.3% | +16.2% | -2.9% | -3.2% |
| YTD | -9.8% | -16.6% | +6.8% | +4.4% |
| 1Y | -1.3% | -23.2% | +21.9% | +22.5% |
| 3Y | +109.3% | +71.7% | +37.5% | +10.2% |
| All | +109.3% | +75.8% | +33.4% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling