+152.0%
QQQM vs KMI
+241.3%
-89.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.6% | -1.7% | +1.2% | -0.2% |
| 30D | -1.2% | -2.7% | +1.5% | -0.7% |
| 3M | -0.1% | -0.7% | +0.6% | -0.2% |
| 6M | +18.0% | -5.0% | +22.9% | +18.8% |
| YTD | +16.7% | +15.5% | +1.2% | +11.4% |
| 1Y | +23.0% | +16.4% | +6.6% | +17.0% |
| 3Y | +93.3% | +114.2% | -20.8% | +56.3% |
| 5Y | +96.3% | +153.3% | -57.0% | +57.9% |
| All | +152.0% | +241.3% | -89.3% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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