+6.5%
KDP vs QQQI
+56.3%
-49.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.9% |
| 7D | -4.3% | -1.0% | -3.3% | -4.3% |
| 30D | +7.8% | -0.6% | +8.4% | +7.8% |
| 3M | -0.1% | +3.4% | -3.4% | -0.2% |
| 6M | +14.0% | +10.6% | +3.4% | +13.2% |
| YTD | +15.1% | +10.3% | +4.8% | +14.2% |
| 1Y | +18.5% | +16.3% | +2.2% | +17.1% |
| All | +6.5% | +56.3% | -49.8% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling