+20.9%
KMI vs QQQI
+2.7%
+18.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.7% | +1.5% | -4.8% |
| 7D | -10.3% | -8.5% | -1.8% | -11.3% |
| 30D | -5.3% | -12.7% | +7.4% | -7.1% |
| 3M | -2.1% | -7.7% | +5.6% | -3.0% |
| 6M | -4.8% | -4.6% | -0.2% | -5.2% |
| YTD | +14.0% | +2.1% | +11.9% | +13.5% |
| 1Y | +20.9% | +2.1% | +18.8% | +20.5% |
| All | +20.9% | +2.7% | +18.1% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling