+250.7%
TQQQ vs KR
+33.5%
+217.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +3.8% |
| 7D | -1.9% | -0.2% | -1.8% | -2.0% |
| 30D | -4.9% | +5.1% | -9.9% | -2.6% |
| 3M | -6.4% | -8.2% | +1.8% | -8.5% |
| 6M | +44.4% | -18.0% | +62.4% | +37.1% |
| YTD | +35.2% | -4.8% | +39.9% | +34.5% |
| 1Y | +49.5% | -11.0% | +60.5% | +47.0% |
| 3Y | +250.7% | +37.7% | +213.0% | +233.1% |
| All | +250.7% | +33.5% | +217.2% | +233.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling