+294.8%
IONQ vs KRE
+31.9%
+262.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +0.8% |
| 7D | +0.8% | +1.3% | -0.5% | -0.4% |
| 30D | -1.0% | -2.7% | +1.6% | +1.6% |
| 3M | -39.8% | +8.2% | -48.0% | -44.9% |
| 6M | +6.4% | +12.8% | -6.4% | -6.5% |
| YTD | -11.9% | +17.5% | -29.4% | -26.0% |
| 1Y | -6.2% | +16.6% | -22.7% | -20.9% |
| 3Y | +125.7% | +79.5% | +46.2% | +24.1% |
| All | +294.8% | +31.9% | +262.9% | +232.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling