+6,169.1%
AAPL vs KDP
+1,294.7%
+4,874.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -0.7% | +2.2% | -2.9% | -1.4% |
| 30D | +1.7% | +19.9% | -18.2% | -4.1% |
| 3M | +9.7% | +21.5% | -11.8% | +2.8% |
| 6M | +19.3% | +30.1% | -10.8% | +8.9% |
| YTD | +26.3% | +34.9% | -8.7% | +13.5% |
| 1Y | +27.4% | +43.4% | -16.0% | +12.2% |
| 3Y | +93.6% | +29.1% | +64.5% | +73.4% |
| 5Y | +131.7% | +15.0% | +116.7% | +115.3% |
| 10Y | +1,268.5% | +234.1% | +1,034.4% | +780.6% |
| All | +6,169.1% | +1,294.7% | +4,874.4% | +2,159.6% |
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