-11.7%
KR vs QQQI
+19.4%
-31.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.3% |
| 7D | +1.5% | +0.4% | +1.1% | +1.8% |
| 30D | +4.1% | +1.0% | +3.1% | +4.8% |
| 3M | -5.2% | -1.2% | -4.0% | -5.3% |
| 6M | -12.8% | +11.6% | -24.4% | -5.4% |
| YTD | -4.6% | +11.7% | -16.3% | +3.3% |
| 1Y | -11.7% | +18.7% | -30.4% | +1.8% |
| All | -11.7% | +19.4% | -31.0% | +1.8% |
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