-36.4%
IONQ vs KWEB
-38.6%
+2.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.5% |
| 7D | -11.5% | -7.8% | -3.6% | -5.4% |
| 30D | -8.1% | -6.4% | -1.6% | -3.0% |
| 3M | -35.8% | -14.6% | -21.2% | -26.2% |
| 6M | -47.7% | -25.0% | -22.7% | -30.0% |
| YTD | -35.6% | -32.7% | -3.0% | -2.6% |
| 1Y | -36.4% | -37.3% | +0.9% | +13.6% |
| All | -36.4% | -38.6% | +2.3% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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