+228.2%
IONQ vs KKR
+62.9%
+165.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -3.4% |
| 7D | +16.7% | +5.1% | +11.6% | +11.3% |
| 30D | -12.3% | +10.9% | -23.2% | -20.7% |
| 3M | -17.7% | -2.9% | -14.9% | -17.0% |
| 6M | -28.9% | -1.2% | -27.7% | -30.3% |
| YTD | -22.0% | -20.4% | -1.6% | -6.9% |
| 1Y | -36.8% | -15.4% | -21.4% | -29.4% |
| 3Y | +228.2% | +61.9% | +166.3% | +105.2% |
| All | +228.2% | +62.9% | +165.3% | +105.2% |
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