+58.6%
QQQI vs ALK
+10.9%
+47.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.4% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +0.2% | -18.5% | +18.7% | +3.7% |
| 3M | +1.5% | -3.6% | +5.0% | +1.6% |
| 6M | +13.2% | -3.7% | +16.9% | +12.5% |
| YTD | +11.6% | -19.0% | +30.6% | +13.7% |
| 1Y | +18.0% | -36.0% | +54.0% | +25.4% |
| All | +58.6% | +10.9% | +47.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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