-39.1%
IONQ vs KRE
+20.6%
-59.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.8% | -9.1% |
| 7D | +16.8% | +0.3% | +16.5% | +16.7% |
| 30D | -11.1% | +5.0% | -16.2% | -13.3% |
| 3M | -31.7% | -5.7% | -26.0% | -29.6% |
| 6M | -44.8% | +7.5% | -52.3% | -47.9% |
| YTD | -31.2% | +13.8% | -45.1% | -35.4% |
| 1Y | -39.1% | +20.7% | -59.8% | -43.2% |
| All | -39.1% | +20.6% | -59.8% | -43.2% |
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