+2.9%
KVUE vs QQQI
+15.5%
-12.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.7% |
| 7D | -4.4% | -1.0% | -3.4% | -4.5% |
| 30D | -6.7% | -1.7% | -5.0% | -6.9% |
| 3M | -0.2% | 0.0% | -0.1% | 0.0% |
| 6M | +4.8% | +13.0% | -8.2% | +3.4% |
| YTD | +7.5% | +10.6% | -3.1% | +5.6% |
| All | +2.9% | +15.5% | -12.7% | +1.0% |
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