+96.4%
QQQM vs KGC
+453.5%
-357.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -0.6% | -5.6% | +5.1% | +0.3% |
| 30D | -1.2% | +6.1% | -7.4% | -2.3% |
| 3M | -0.1% | +17.3% | -17.4% | -2.9% |
| 6M | +18.0% | -10.3% | +28.2% | +18.7% |
| YTD | +16.7% | +3.9% | +12.8% | +14.4% |
| 1Y | +23.0% | +25.7% | -2.7% | +16.6% |
| 3Y | +93.3% | +526.0% | -432.6% | +39.3% |
| All | +96.4% | +453.5% | -357.1% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling