-36.2%
IONQ vs KRE
+22.7%
-58.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +7.4% |
| 7D | +25.5% | -0.4% | +25.8% | +25.9% |
| 30D | -11.4% | +6.4% | -17.8% | -14.3% |
| 3M | -20.5% | -3.1% | -17.4% | -19.2% |
| 6M | -28.2% | +6.4% | -34.6% | -31.8% |
| YTD | -21.2% | +15.3% | -36.5% | -26.7% |
| All | -36.2% | +22.7% | -58.9% | -42.7% |
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