+228.2%
IONQ vs KR
+66.8%
+161.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -0.6% |
| 7D | +16.7% | +2.7% | +14.0% | +18.3% |
| 30D | -12.3% | +11.3% | -23.6% | -7.6% |
| 3M | -17.7% | +22.3% | -40.0% | -9.9% |
| 6M | -28.9% | +5.8% | -34.7% | -25.0% |
| YTD | -22.0% | +11.7% | -33.7% | -16.6% |
| 1Y | -36.8% | +8.9% | -45.7% | -32.6% |
| 3Y | +228.2% | +67.1% | +161.1% | +194.8% |
| All | +228.2% | +66.8% | +161.4% | +194.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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