+96.4%
QQQM vs KR
+52.3%
+44.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +1.0% |
| 7D | -0.6% | -0.2% | -0.4% | -0.6% |
| 30D | -1.2% | +5.1% | -6.3% | -1.1% |
| 3M | -0.1% | -8.2% | +8.1% | -0.1% |
| 6M | +18.0% | -18.0% | +35.9% | +17.9% |
| YTD | +16.7% | -4.8% | +21.5% | +16.3% |
| 1Y | +23.0% | -11.0% | +34.1% | +22.9% |
| 3Y | +93.3% | +37.7% | +55.7% | +84.2% |
| All | +96.4% | +52.3% | +44.1% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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