+93.8%
IONQ vs KNX
+36.2%
+57.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.8% | -2.9% | -4.2% |
| 7D | +1.3% | +2.3% | -1.0% | 0.0% |
| 30D | -10.3% | +0.5% | -10.8% | -10.3% |
| 3M | -32.7% | -14.1% | -18.6% | -27.0% |
| 6M | +6.3% | +19.8% | -13.4% | -5.2% |
| YTD | -15.0% | +32.7% | -47.7% | -29.2% |
| 1Y | -13.3% | +62.3% | -75.6% | -38.0% |
| All | +93.8% | +36.2% | +57.6% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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