+99.6%
TQQQ vs KDP
+3.0%
+96.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.3% | -2.3% |
| 7D | -3.9% | -4.3% | +0.4% | -1.8% |
| 30D | -5.3% | +7.8% | -13.1% | -9.0% |
| 3M | +0.1% | -0.1% | +0.2% | -1.1% |
| 6M | +40.7% | +14.0% | +26.7% | +27.8% |
| YTD | +31.8% | +15.1% | +16.7% | +17.9% |
| 1Y | +48.2% | +18.5% | +29.7% | +28.2% |
| 3Y | +253.6% | +2.9% | +250.7% | +219.8% |
| 5Y | +99.6% | +3.0% | +96.6% | +100.9% |
| All | +99.6% | +3.0% | +96.6% | +100.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling