+56.8%
QQQI vs KGC
+429.2%
-372.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.4% | -0.4% |
| 7D | -1.0% | -8.4% | +7.4% | -0.1% |
| 30D | -0.6% | +6.3% | -6.9% | -1.4% |
| 3M | +3.4% | +22.4% | -19.1% | +0.6% |
| 6M | +10.6% | -11.4% | +22.1% | +11.1% |
| YTD | +10.3% | +3.1% | +7.2% | +8.5% |
| 1Y | +16.3% | +26.6% | -10.3% | +11.5% |
| All | +56.8% | +429.2% | -372.4% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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