-16.0%
IONQ vs KVUE
-1.2%
-14.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | -5.6% | -6.1% | +0.5% | -5.8% |
| 30D | -15.2% | -5.6% | -9.6% | -15.4% |
| 3M | -34.9% | -0.3% | -34.6% | -35.2% |
| 6M | +4.9% | +1.4% | +3.5% | +4.5% |
| YTD | -17.9% | +6.7% | -24.6% | -18.4% |
| 1Y | -16.0% | +1.0% | -17.0% | -6.9% |
| All | -16.0% | -1.2% | -14.8% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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