+2,876.9%
TQQQ vs KMB
+14.6%
+2,862.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.8% |
| 7D | -1.9% | -6.5% | +4.6% | +2.2% |
| 30D | -4.9% | -8.8% | +4.0% | +0.6% |
| 3M | -6.4% | -2.2% | -4.2% | -6.7% |
| 6M | +44.4% | +0.7% | +43.7% | +39.6% |
| YTD | +35.2% | +1.0% | +34.1% | +28.8% |
| 1Y | +49.5% | -20.3% | +69.8% | +66.6% |
| 3Y | +250.7% | -13.3% | +264.0% | +238.4% |
| 5Y | +104.7% | -12.9% | +117.6% | +94.5% |
| All | +2,876.9% | +14.6% | +2,862.3% | +2,361.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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