+152.0%
QQQM vs KRE
+115.6%
+36.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.6% | -1.8% | +1.3% | 0.0% |
| 30D | -1.2% | -4.5% | +3.3% | +0.1% |
| 3M | -0.1% | +2.7% | -2.8% | -1.0% |
| 6M | +18.0% | +16.9% | +1.1% | +12.3% |
| YTD | +16.7% | +15.4% | +1.3% | +11.3% |
| 1Y | +23.0% | +16.1% | +7.0% | +16.9% |
| 3Y | +93.3% | +85.7% | +7.6% | +58.0% |
| 5Y | +96.3% | +33.3% | +63.0% | +80.3% |
| All | +152.0% | +115.6% | +36.5% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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