-9.3%
KMB vs QQQI
+56.3%
-65.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.3% |
| 7D | -7.7% | -1.0% | -6.6% | -7.8% |
| 30D | -8.2% | -0.6% | -7.6% | -8.2% |
| 3M | -1.9% | +3.4% | -5.3% | -1.6% |
| 6M | -0.7% | +10.6% | -11.3% | -0.6% |
| YTD | +1.4% | +10.3% | -8.9% | +1.5% |
| 1Y | -19.1% | +16.3% | -35.5% | -19.0% |
| All | -9.3% | +56.3% | -65.6% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling