+191.0%
IONQ vs KMI
+102.8%
+88.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +23.9% |
| 7D | +8.6% | -10.8% | +19.3% | +17.2% |
| 30D | -21.1% | -5.0% | -16.1% | -18.9% |
| 3M | -17.9% | -3.4% | -14.5% | -17.2% |
| 6M | -37.9% | -3.4% | -34.6% | -39.0% |
| YTD | -27.3% | +13.1% | -40.4% | -39.8% |
| 1Y | -43.2% | +19.0% | -62.2% | -55.5% |
| 3Y | +191.0% | +106.1% | +84.9% | +29.4% |
| All | +191.0% | +102.8% | +88.1% | +29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling