+93.7%
QQQM vs ALK
+1.1%
+92.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.1% |
| 7D | +1.0% | -3.0% | +4.0% | +1.6% |
| 30D | -0.6% | -14.6% | +14.0% | +2.4% |
| 3M | +1.3% | -10.6% | +11.9% | +3.0% |
| 6M | +18.2% | -6.7% | +24.9% | +18.2% |
| YTD | +16.9% | -19.8% | +36.7% | +19.7% |
| 1Y | +24.0% | -35.2% | +59.3% | +32.3% |
| All | +93.7% | +1.1% | +92.6% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling