-39.1%
IONQ vs KMI
+23.2%
-62.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.3% | -10.7% | -9.2% |
| 7D | +16.8% | +6.0% | +10.7% | +17.6% |
| 30D | -11.1% | -3.4% | -7.7% | -11.5% |
| 3M | -31.7% | +1.8% | -33.5% | -31.3% |
| 6M | -44.8% | +0.4% | -45.2% | -45.1% |
| YTD | -31.2% | +20.8% | -52.1% | -40.5% |
| 1Y | -39.1% | +23.0% | -62.1% | -48.2% |
| All | -39.1% | +23.2% | -62.3% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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