+250.7%
TQQQ vs KMI
+111.5%
+139.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.7% |
| 7D | -1.9% | -1.7% | -0.2% | -1.0% |
| 30D | -4.9% | -2.7% | -2.1% | -3.7% |
| 3M | -6.4% | -0.7% | -5.7% | -7.3% |
| 6M | +44.4% | -5.0% | +49.4% | +45.5% |
| YTD | +35.2% | +15.5% | +19.7% | +15.4% |
| 1Y | +49.5% | +16.4% | +33.1% | +25.9% |
| 3Y | +250.7% | +114.2% | +136.6% | +115.4% |
| All | +250.7% | +111.5% | +139.2% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 3y: compounded portfolio wealth divided by compounded KMI 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…
3y analysis · Full analysis span regression · 6 months rolling