+12.9%
TQQQ vs KO
+43.6%
-30.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +3.9% |
| 7D | -14.0% | +4.4% | -18.4% | -9.6% |
| 30D | -25.1% | +10.7% | -35.9% | -16.1% |
| 3M | -16.7% | +11.3% | -28.0% | -5.9% |
| 6M | -3.7% | +24.0% | -27.8% | +21.7% |
| YTD | +18.8% | +39.7% | -20.9% | +64.9% |
| 1Y | +12.9% | +43.2% | -30.3% | +59.1% |
| All | +12.9% | +43.6% | -30.7% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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