+82.6%
KO vs QQQM
+95.1%
-12.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | +1.8% | -1.2% | +3.0% | +1.9% |
| 3M | +7.7% | -0.1% | +7.8% | +7.6% |
| 6M | +15.3% | +18.0% | -2.7% | +12.4% |
| YTD | +28.0% | +16.7% | +11.3% | +25.0% |
| 1Y | +34.3% | +23.0% | +11.2% | +29.8% |
| 3Y | +63.8% | +93.3% | -29.6% | +41.9% |
| All | +82.6% | +95.1% | -12.5% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling