+152.0%
QQQM vs KMB
-19.9%
+172.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -0.6% | -6.5% | +5.9% | -0.2% |
| 30D | -1.2% | -8.8% | +7.6% | -0.7% |
| 3M | -0.1% | -2.2% | +2.1% | -0.1% |
| 6M | +18.0% | +0.7% | +17.3% | +17.6% |
| YTD | +16.7% | +1.0% | +15.7% | +16.2% |
| 1Y | +23.0% | -20.3% | +43.4% | +25.5% |
| 3Y | +93.3% | -13.3% | +106.6% | +92.7% |
| 5Y | +96.3% | -12.9% | +109.2% | +92.9% |
| All | +152.0% | -19.9% | +172.0% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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