+2,876.9%
TQQQ vs KDP
+172.7%
+2,704.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | -1.9% | -3.7% | +1.8% | +0.7% |
| 30D | -4.9% | +6.2% | -11.0% | -9.2% |
| 3M | -6.4% | +1.2% | -7.6% | -8.9% |
| 6M | +44.4% | +15.3% | +29.1% | +26.0% |
| YTD | +35.2% | +14.8% | +20.4% | +16.9% |
| 1Y | +49.5% | +17.6% | +31.9% | +25.0% |
| 3Y | +250.7% | +2.1% | +248.6% | +210.7% |
| 5Y | +104.7% | +2.7% | +102.0% | +88.8% |
| All | +2,876.9% | +172.7% | +2,704.2% | +1,832.3% |
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