-37.9%
IONQ vs KRE
+3.8%
-41.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.2% | +23.6% | +23.4% |
| 7D | +8.6% | +0.3% | +8.3% | +8.9% |
| 30D | -21.1% | +4.8% | -25.9% | -21.4% |
| 3M | -17.9% | -5.1% | -12.8% | -18.5% |
| 6M | -37.9% | +3.3% | -41.2% | -38.1% |
| All | -37.9% | +3.8% | -41.8% | -38.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling