-1.3%
IONQ vs KRE
+16.1%
-17.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +3.2% |
| 7D | +7.1% | +2.3% | +4.8% | +5.6% |
| 30D | -8.9% | -2.5% | -6.4% | -7.5% |
| 3M | -35.6% | +6.2% | -41.8% | -38.7% |
| 6M | +13.3% | +15.8% | -2.6% | +0.4% |
| YTD | -9.8% | +16.0% | -25.8% | -19.0% |
| 1Y | -1.3% | +16.2% | -17.5% | -10.1% |
| All | -1.3% | +16.1% | -17.4% | -10.1% |
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