+2,876.9%
TQQQ vs KR
+129.5%
+2,747.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.1% |
| 7D | -1.9% | -0.2% | -1.8% | -1.9% |
| 30D | -4.9% | +5.1% | -9.9% | -5.8% |
| 3M | -6.4% | -8.2% | +1.8% | -5.3% |
| 6M | +44.4% | -18.0% | +62.4% | +48.6% |
| YTD | +35.2% | -4.8% | +39.9% | +33.2% |
| 1Y | +49.5% | -11.0% | +60.5% | +49.3% |
| 3Y | +250.7% | +37.7% | +213.0% | +191.7% |
| 5Y | +104.7% | +52.8% | +51.9% | +61.8% |
| All | +2,876.9% | +129.5% | +2,747.4% | +1,878.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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