+12.3%
QQQM vs KHC
+11.6%
+0.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.8% | -2.8% | +1.5% |
| 7D | -4.6% | +6.6% | -11.2% | -3.6% |
| 30D | -8.5% | +16.5% | -25.0% | -6.4% |
| 3M | -4.3% | -3.0% | -1.3% | -4.2% |
| 6M | +3.1% | +17.4% | -14.3% | +5.4% |
| YTD | +13.1% | +10.3% | +2.7% | +15.6% |
| 1Y | +12.3% | +12.5% | -0.2% | +14.6% |
| All | +12.3% | +11.6% | +0.7% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 1y: compounded portfolio wealth divided by compounded KHC 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…
1y analysis · Full analysis span regression · 6 months rolling