+49.5%
TQQQ vs KMB
-19.6%
+69.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.5% |
| 7D | -1.9% | -6.5% | +4.6% | -3.7% |
| 30D | -4.9% | -8.8% | +4.0% | -7.2% |
| 3M | -6.4% | -2.2% | -4.2% | -6.8% |
| 6M | +44.4% | +0.7% | +43.7% | +44.9% |
| YTD | +35.2% | +1.0% | +34.1% | +36.8% |
| 1Y | +49.5% | -20.3% | +69.8% | +40.5% |
| All | +49.5% | -19.6% | +69.1% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling