+34,703.6%
TQQQ vs KGC
+97.6%
+34,606.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +2.8% | -0.1% | +2.9% | +2.8% |
| 30D | -3.0% | +10.5% | -13.5% | -5.5% |
| 3M | -2.7% | +19.8% | -22.5% | -6.9% |
| 6M | +45.4% | -6.7% | +52.1% | +47.4% |
| YTD | +36.3% | +7.8% | +28.5% | +33.0% |
| 1Y | +53.4% | +35.7% | +17.7% | +41.9% |
| 3Y | +265.6% | +553.7% | -288.1% | +140.5% |
| 5Y | +101.7% | +461.7% | -360.0% | +34.4% |
| 10Y | +3,054.7% | +710.2% | +2,344.5% | +1,847.0% |
| All | +34,703.6% | +97.6% | +34,606.0% | +35,311.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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