+101.7%
TQQQ vs KEY
+40.7%
+61.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.6% |
| 7D | +2.8% | -0.3% | +3.1% | +3.1% |
| 30D | -3.0% | -3.3% | +0.2% | -0.6% |
| 3M | -2.7% | -0.7% | -2.0% | -2.1% |
| 6M | +45.4% | +12.5% | +32.9% | +32.7% |
| YTD | +36.3% | +8.4% | +27.8% | +27.5% |
| 1Y | +53.4% | +18.4% | +35.0% | +33.4% |
| 3Y | +265.6% | +123.3% | +142.2% | +100.3% |
| 5Y | +101.7% | +38.8% | +62.9% | +88.6% |
| All | +101.7% | +40.7% | +61.0% | +88.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling