-7.6%
KR vs QQQI
+15.5%
-23.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +3.7% |
| 7D | +4.0% | -1.0% | +5.0% | +3.3% |
| 30D | +7.4% | -1.7% | +9.1% | +6.3% |
| 3M | -5.2% | 0.0% | -5.2% | -4.6% |
| 6M | -18.5% | +13.0% | -31.4% | -11.0% |
| YTD | -0.8% | +10.6% | -11.4% | +6.7% |
| All | -7.6% | +15.5% | -23.1% | +1.3% |
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