+153.2%
QQQM vs KHC
+5.6%
+147.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.5% | -2.2% | +3.7% | +1.6% |
| 30D | -0.7% | -0.1% | -0.6% | -0.7% |
| 3M | +0.4% | +8.3% | -7.9% | -0.4% |
| 6M | +20.1% | +5.0% | +15.1% | +19.3% |
| YTD | +17.2% | +8.0% | +9.2% | +16.1% |
| 1Y | +24.7% | -1.1% | +25.8% | +24.8% |
| 3Y | +96.6% | -10.7% | +107.3% | +96.7% |
| 5Y | +95.0% | -13.5% | +108.6% | +96.9% |
| All | +153.2% | +5.6% | +147.6% | +139.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling