-47.7%
IONQ vs MKSI
-32.3%
-15.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.6% | -3.8% | -4.5% |
| 7D | -11.5% | +12.2% | -23.6% | -18.6% |
| 30D | -8.1% | -8.0% | 0.0% | -4.0% |
| 3M | -35.8% | -29.5% | -6.3% | -20.8% |
| 6M | -47.7% | -31.9% | -15.8% | -40.9% |
| All | -47.7% | -32.3% | -15.5% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 6mo: compounded portfolio wealth divided by compounded MKSI 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…
6mo analysis · Full analysis span regression · 6 months rolling