-36.8%
IONQ vs KMB
+12.2%
-49.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -1.4% |
| 7D | +16.7% | +6.0% | +10.6% | +19.4% |
| 30D | -12.3% | +13.5% | -25.8% | -8.0% |
| 3M | -17.7% | +3.8% | -21.5% | -16.7% |
| 6M | -28.9% | +15.6% | -44.5% | -23.1% |
| YTD | -22.0% | +14.0% | -36.0% | -11.9% |
| 1Y | -36.8% | +12.9% | -49.7% | -29.0% |
| All | -36.8% | +12.2% | -49.0% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1y: compounded portfolio wealth divided by compounded KMB 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…
1y analysis · Full analysis span regression · 6 months rolling