+149.8%
QQQM vs KEY
+118.5%
+31.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.3% | -1.8% | +0.5% | -0.9% |
| 30D | -1.4% | -3.3% | +2.0% | -0.7% |
| 3M | +2.2% | -0.2% | +2.4% | +2.2% |
| 6M | +16.9% | +12.1% | +4.8% | +13.9% |
| YTD | +15.7% | +8.4% | +7.3% | +13.4% |
| 1Y | +22.7% | +17.6% | +5.0% | +18.0% |
| 3Y | +93.9% | +123.3% | -29.4% | +63.2% |
| 5Y | +94.6% | +39.5% | +55.0% | +79.3% |
| All | +149.8% | +118.5% | +31.3% | +136.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling