+2,448.5%
TQQQ vs KDP
+247.6%
+2,200.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.6% | -6.3% | -5.4% |
| 7D | +10.4% | -0.8% | +11.2% | +10.6% |
| 30D | -22.2% | +9.7% | -31.9% | -28.0% |
| 3M | -25.1% | +17.6% | -42.7% | -34.6% |
| 6M | -25.0% | +25.8% | -50.8% | -38.9% |
| YTD | +10.1% | +33.9% | -23.8% | -16.0% |
| 1Y | +11.0% | +38.9% | -27.8% | -17.9% |
| 3Y | +195.0% | +26.8% | +168.2% | +118.3% |
| 5Y | +46.6% | +16.3% | +30.3% | +22.7% |
| All | +2,448.5% | +247.6% | +2,200.9% | +1,297.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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