+224.0%
IONQ vs KRE
+62.6%
+161.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +16.7% | +0.3% | +16.4% | +16.6% |
| 30D | -12.3% | +5.9% | -18.2% | -16.6% |
| 3M | -17.7% | -3.3% | -14.4% | -15.4% |
| 6M | -28.9% | +5.8% | -34.8% | -33.3% |
| YTD | -22.0% | +14.7% | -36.8% | -31.9% |
| 1Y | -36.8% | +22.0% | -58.8% | -47.9% |
| 3Y | +228.2% | +91.6% | +136.6% | +87.3% |
| 5Y | +91.9% | +13.0% | +79.0% | +64.6% |
| All | +224.0% | +62.6% | +161.4% | +150.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling