-44.7%
IONQ vs KRE
+27.2%
-71.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.3% |
| 7D | -8.9% | +2.8% | -11.7% | -10.3% |
| 30D | -31.3% | +5.3% | -36.6% | -33.2% |
| 3M | -29.2% | -4.2% | -25.0% | -27.8% |
| 6M | -35.4% | +8.7% | -44.1% | -39.4% |
| YTD | -34.2% | +16.4% | -50.5% | -39.2% |
| 1Y | -44.7% | +26.9% | -71.5% | -51.4% |
| All | -44.7% | +27.2% | -71.9% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 1y: compounded portfolio wealth divided by compounded KRE 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…
1y analysis · Full analysis span regression · 6 months rolling