+265.9%
IONQ vs KMI
+214.3%
+51.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.7% |
| 7D | +0.8% | -0.5% | +1.3% | +1.1% |
| 30D | -1.0% | +0.9% | -1.9% | -2.4% |
| 3M | -39.8% | 0.0% | -39.8% | -41.1% |
| 6M | +6.4% | -5.7% | +12.1% | +8.3% |
| YTD | -11.9% | +17.5% | -29.4% | -25.6% |
| 1Y | -6.2% | +22.3% | -28.4% | -24.0% |
| 3Y | +125.7% | +111.9% | +13.8% | +24.0% |
| 5Y | +296.0% | +151.8% | +144.1% | +107.6% |
| All | +265.9% | +214.3% | +51.7% | +83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling