+22.2%
KRE vs QQQI
+2.7%
+19.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.7% | +3.2% | -1.1% |
| 7D | -0.8% | -8.5% | +7.7% | +1.3% |
| 30D | +3.2% | -12.7% | +15.9% | +6.5% |
| 3M | -6.0% | -7.7% | +1.7% | -4.4% |
| 6M | +4.6% | -4.6% | +9.2% | +4.2% |
| YTD | +13.5% | +2.1% | +11.4% | +8.2% |
| 1Y | +22.2% | +2.1% | +20.2% | +16.7% |
| All | +22.2% | +2.7% | +19.5% | +16.7% |
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