+52.8%
IONQ vs KMI
+128.7%
-75.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +24.0% |
| 7D | +8.6% | -10.8% | +19.3% | +19.2% |
| 30D | -21.1% | -5.0% | -16.1% | -18.4% |
| 3M | -17.9% | -3.4% | -14.5% | -17.0% |
| 6M | -37.9% | -3.4% | -34.6% | -38.8% |
| YTD | -27.3% | +13.1% | -40.4% | -39.6% |
| 1Y | -43.2% | +19.0% | -62.2% | -55.2% |
| 3Y | +191.0% | +106.1% | +84.9% | +32.8% |
| All | +52.8% | +128.7% | -75.9% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling