+6.2%
KDP vs QQQI
+57.7%
-51.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -3.7% | -0.3% | -3.3% | -3.7% |
| 30D | +6.2% | -0.3% | +6.5% | +6.2% |
| 3M | +1.2% | +1.3% | -0.1% | +1.2% |
| 6M | +15.3% | +11.5% | +3.9% | +14.5% |
| YTD | +14.8% | +11.3% | +3.5% | +13.9% |
| 1Y | +17.6% | +16.9% | +0.7% | +16.2% |
| All | +6.2% | +57.7% | -51.4% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 10y: compounded portfolio wealth divided by compounded QQQI 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…
10y analysis · Full analysis span regression · 6 months rolling