+626.6%
IONQ vs KVUE
-17.7%
+644.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +2.6% |
| 7D | +7.1% | -1.9% | +9.0% | +7.3% |
| 30D | -8.9% | -3.3% | -5.6% | -8.6% |
| 3M | -35.6% | +6.0% | -41.5% | -36.4% |
| 6M | +13.3% | +2.3% | +10.9% | +12.4% |
| YTD | -9.8% | +10.3% | -20.2% | -11.7% |
| 1Y | -1.3% | +4.6% | -5.9% | -1.7% |
| 3Y | +109.3% | -2.2% | +111.5% | +109.7% |
| All | +626.6% | -17.7% | +644.3% | +515.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling