+62.9%
KO vs QQQM
+92.3%
-29.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.2% |
| 7D | -1.1% | -1.3% | +0.2% | -1.2% |
| 30D | +1.6% | -1.4% | +2.9% | +1.4% |
| 3M | +5.8% | +2.2% | +3.6% | +6.0% |
| 6M | +14.3% | +16.9% | -2.6% | +14.8% |
| YTD | +27.3% | +15.7% | +11.6% | +27.8% |
| 1Y | +33.2% | +22.7% | +10.5% | +33.7% |
| All | +62.9% | +92.3% | -29.4% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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