+304.7%
IONQ vs KMI
+158.6%
+146.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +0.9% |
| 7D | +7.1% | -0.4% | +7.5% | +7.4% |
| 30D | -8.9% | +3.7% | -12.6% | -12.3% |
| 3M | -35.6% | +3.2% | -38.7% | -38.8% |
| 6M | +13.3% | -3.0% | +16.3% | +12.6% |
| YTD | -9.8% | +19.7% | -29.5% | -27.4% |
| 1Y | -1.3% | +25.6% | -26.9% | -25.1% |
| 3Y | +109.3% | +120.2% | -11.0% | -5.5% |
| 5Y | +304.7% | +160.5% | +144.2% | +46.8% |
| All | +304.7% | +158.6% | +146.1% | +46.8% |
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