+58.6%
QQQI vs KEY
+66.8%
-8.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.4% |
| 7D | +1.3% | +2.7% | -1.4% | +0.6% |
| 30D | +0.2% | -3.2% | +3.4% | +1.1% |
| 3M | +1.5% | +1.0% | +0.5% | +1.1% |
| 6M | +13.2% | +11.9% | +1.4% | +9.5% |
| YTD | +11.6% | +8.7% | +2.9% | +8.5% |
| 1Y | +18.0% | +18.5% | -0.5% | +11.8% |
| All | +58.6% | +66.8% | -8.2% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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