+58.2%
QQQI vs KMX
-15.2%
+73.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.7% |
| 7D | -0.3% | -3.1% | +2.8% | +0.1% |
| 30D | -0.3% | +4.4% | -4.7% | -0.9% |
| 3M | +1.3% | +18.9% | -17.6% | -1.4% |
| 6M | +11.5% | +44.3% | -32.8% | +4.9% |
| YTD | +11.3% | +58.7% | -47.4% | +2.8% |
| 1Y | +16.9% | +0.1% | +16.8% | +16.2% |
| All | +58.2% | -15.2% | +73.4% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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