+94.6%
QQQM vs KMB
-13.0%
+107.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -1.3% | -7.7% | +6.4% | -0.8% |
| 30D | -1.4% | -8.2% | +6.8% | -0.8% |
| 3M | +2.2% | -1.9% | +4.1% | +2.1% |
| 6M | +16.9% | -0.7% | +17.6% | +16.6% |
| YTD | +15.7% | +1.4% | +14.3% | +15.1% |
| 1Y | +22.7% | -19.1% | +41.8% | +25.2% |
| 3Y | +93.9% | -12.6% | +106.5% | +92.2% |
| 5Y | +94.6% | -12.7% | +107.2% | +88.1% |
| All | +94.6% | -13.0% | +107.5% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling