+304.7%
IONQ vs KKR
+76.6%
+228.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +4.2% |
| 7D | +7.1% | -0.6% | +7.8% | +7.7% |
| 30D | -8.9% | +3.0% | -11.9% | -12.1% |
| 3M | -35.6% | +13.6% | -49.2% | -44.2% |
| 6M | +13.3% | +16.2% | -2.9% | -4.1% |
| YTD | -9.8% | -16.6% | +6.8% | +4.0% |
| 1Y | -1.3% | -23.2% | +21.9% | +22.0% |
| 3Y | +109.3% | +71.7% | +37.5% | +13.4% |
| 5Y | +304.7% | +74.8% | +229.9% | +130.2% |
| All | +304.7% | +76.6% | +228.1% | +130.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling