+15.6%
KWEB vs QQQI
+57.7%
-42.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -5.6% | -0.3% | -5.2% | -5.3% |
| 30D | -10.7% | -0.3% | -10.4% | -10.5% |
| 3M | -7.4% | +1.3% | -8.8% | -8.7% |
| 6M | -19.3% | +11.5% | -30.8% | -26.3% |
| YTD | -27.8% | +11.3% | -39.0% | -33.9% |
| 1Y | -35.9% | +16.9% | -52.8% | -43.4% |
| All | +15.6% | +57.7% | -42.1% | -16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling