+152.5%
QQQM vs KGC
+270.6%
-118.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | -0.6% | +10.5% | -11.1% | -2.2% |
| 3M | +1.3% | +19.8% | -18.5% | -1.8% |
| 6M | +18.2% | -6.7% | +24.9% | +18.3% |
| YTD | +16.9% | +7.8% | +9.1% | +14.0% |
| 1Y | +24.0% | +35.7% | -11.6% | +16.4% |
| 3Y | +96.0% | +553.7% | -457.7% | +41.7% |
| 5Y | +95.2% | +461.7% | -366.5% | +39.8% |
| All | +152.5% | +270.6% | -118.1% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling