+149.8%
QQQM vs KMI
+242.3%
-92.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | -1.3% | -2.1% | +0.8% | -0.8% |
| 30D | -1.4% | -1.7% | +0.3% | -1.1% |
| 3M | +2.2% | -1.9% | +4.1% | +2.3% |
| 6M | +16.9% | -4.3% | +21.2% | +17.5% |
| YTD | +15.7% | +15.8% | -0.1% | +10.4% |
| 1Y | +22.7% | +17.6% | +5.1% | +16.4% |
| 3Y | +93.9% | +113.1% | -19.2% | +57.0% |
| 5Y | +94.6% | +154.0% | -59.4% | +56.4% |
| All | +149.8% | +242.3% | -92.5% | +102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling