+109.0%
AAPL vs KDP
+6.3%
+102.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -2.7% | +2.1% | -4.8% | -3.2% |
| 30D | +1.0% | +8.5% | -7.5% | -1.1% |
| 3M | +5.0% | +6.6% | -1.6% | +2.8% |
| 6M | +23.0% | +17.1% | +6.0% | +17.2% |
| YTD | +16.6% | +19.0% | -2.4% | +10.3% |
| 1Y | +33.4% | +21.8% | +11.7% | +24.8% |
| 3Y | +79.9% | +6.4% | +73.4% | +74.0% |
| 5Y | +109.0% | +5.1% | +103.9% | +108.5% |
| All | +109.0% | +6.3% | +102.8% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded KDP 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling