+5,759.0%
AAPL vs KDP
+1,132.0%
+4,627.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.2% |
| 7D | +0.1% | +1.3% | -1.2% | -0.3% |
| 30D | +3.0% | +6.0% | -3.0% | +1.0% |
| 3M | +2.9% | +9.2% | -6.3% | -0.4% |
| 6M | +22.1% | +14.7% | +7.4% | +16.0% |
| YTD | +18.0% | +19.2% | -1.2% | +10.6% |
| 1Y | +33.9% | +15.2% | +18.8% | +26.3% |
| 3Y | +71.2% | +6.0% | +65.2% | +63.4% |
| 5Y | +112.6% | +5.4% | +107.2% | +103.1% |
| 10Y | +1,198.8% | +171.9% | +1,026.9% | +795.4% |
| All | +5,759.0% | +1,132.0% | +4,627.0% | +2,100.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling