+2,802.7%
TQQQ vs KEY
+171.1%
+2,631.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -3.9% | -1.8% | -2.2% | -2.7% |
| 30D | -5.3% | -3.3% | -2.0% | -2.9% |
| 3M | +0.1% | -0.2% | +0.3% | +0.3% |
| 6M | +40.7% | +12.1% | +28.5% | +29.2% |
| YTD | +31.8% | +8.4% | +23.4% | +23.8% |
| 1Y | +48.2% | +17.6% | +30.6% | +30.6% |
| 3Y | +253.6% | +123.3% | +130.3% | +96.1% |
| 5Y | +99.6% | +39.5% | +60.1% | +54.7% |
| All | +2,802.7% | +171.1% | +2,631.6% | +1,460.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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