+15,335.1%
TQQQ vs KMI
+104.5%
+15,230.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.1% |
| 7D | -3.9% | -2.1% | -1.9% | -2.3% |
| 30D | -5.3% | -1.7% | -3.6% | -4.4% |
| 3M | +0.1% | -1.9% | +2.0% | 0.0% |
| 6M | +40.7% | -4.3% | +45.0% | +41.4% |
| YTD | +31.8% | +15.8% | +16.0% | +11.5% |
| 1Y | +48.2% | +17.6% | +30.6% | +22.9% |
| 3Y | +253.6% | +113.1% | +140.5% | +76.1% |
| 5Y | +99.6% | +154.0% | -54.4% | -10.8% |
| 10Y | +2,951.5% | +133.1% | +2,818.4% | +1,391.0% |
| All | +15,335.1% | +104.5% | +15,230.6% | +6,849.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling