+23.0%
QQQM vs KMB
-19.6%
+42.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -0.6% | -6.5% | +5.9% | -1.2% |
| 30D | -1.2% | -8.8% | +7.6% | -2.0% |
| 3M | -0.1% | -2.2% | +2.1% | -0.3% |
| 6M | +18.0% | +0.7% | +17.3% | +18.0% |
| YTD | +16.7% | +1.0% | +15.7% | +17.1% |
| 1Y | +23.0% | -20.3% | +43.4% | +20.3% |
| All | +23.0% | -19.6% | +42.6% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling