+33,565.4%
TQQQ vs BKR
+163.7%
+33,401.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.7% | +3.4% | +1.3% |
| 7D | -3.9% | -6.7% | +2.7% | +0.7% |
| 30D | -5.3% | -8.3% | +3.1% | +0.4% |
| 3M | +0.1% | -5.4% | +5.5% | +3.2% |
| 6M | +40.7% | +0.8% | +39.9% | +37.8% |
| YTD | +31.8% | +31.8% | 0.0% | +6.0% |
| 1Y | +48.2% | +28.6% | +19.6% | +20.7% |
| 3Y | +253.6% | +71.2% | +182.4% | +136.0% |
| 5Y | +99.6% | +179.2% | -79.6% | -11.6% |
| 10Y | +2,951.5% | +124.0% | +2,827.6% | +1,193.3% |
| All | +33,565.4% | +163.7% | +33,401.7% | +11,709.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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