+214.7%
IONQ vs KMB
+4.9%
+209.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.2% | +5.1% | +8.9% |
| 7D | +25.5% | +3.4% | +22.1% | +26.3% |
| 30D | -11.4% | +14.7% | -26.1% | -9.4% |
| 3M | -20.5% | +3.3% | -23.7% | -19.9% |
| 6M | -28.2% | +16.8% | -45.0% | -26.2% |
| YTD | -21.2% | +15.2% | -36.5% | -19.0% |
| 1Y | -40.4% | +13.3% | -53.7% | -38.7% |
| 3Y | +214.7% | +5.4% | +209.3% | +191.7% |
| All | +214.7% | +4.9% | +209.8% | +191.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling