+35,102.5%
TQQQ vs KDP
+1,051.8%
+34,050.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.2% |
| 7D | +0.7% | +1.3% | -0.6% | -0.3% |
| 30D | -0.6% | +6.0% | -6.6% | -5.8% |
| 3M | -14.9% | +9.2% | -24.1% | -23.0% |
| 6M | +44.6% | +14.7% | +29.9% | +24.3% |
| YTD | +37.8% | +19.2% | +18.6% | +13.1% |
| 1Y | +59.2% | +15.2% | +44.0% | +32.3% |
| 3Y | +254.1% | +6.0% | +248.1% | +197.5% |
| 5Y | +100.6% | +5.4% | +95.2% | +76.3% |
| 10Y | +2,857.5% | +171.9% | +2,685.7% | +1,035.3% |
| All | +35,102.5% | +1,051.8% | +34,050.7% | +4,263.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling