+93.8%
IONQ vs KVUE
-9.1%
+102.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.5% | -2.3% | -5.3% |
| 7D | +1.3% | -7.2% | +8.5% | +2.3% |
| 30D | -10.3% | -5.7% | -4.6% | -9.7% |
| 3M | -32.7% | +0.2% | -32.9% | -33.0% |
| 6M | +6.3% | 0.0% | +6.3% | +5.8% |
| YTD | -15.0% | +6.5% | -21.5% | -16.5% |
| 1Y | -13.3% | -1.4% | -11.9% | -12.7% |
| All | +93.8% | -9.1% | +102.9% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling