+26.4%
QQQI vs KRMN
+17.6%
+8.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.6% |
| 7D | -0.3% | -11.8% | +11.4% | +1.0% |
| 30D | -0.3% | -43.0% | +42.7% | +6.2% |
| 3M | +1.3% | -28.8% | +30.2% | +4.6% |
| 6M | +11.5% | -66.3% | +77.8% | +25.0% |
| YTD | +11.3% | -51.8% | +63.1% | +17.1% |
| 1Y | +16.9% | -44.7% | +61.6% | +19.3% |
| All | +26.4% | +17.6% | +8.8% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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