+79.3%
ADI vs KDP
+41.3%
+38.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.9% | -9.1% | -3.1% |
| 7D | -5.1% | +5.3% | -10.5% | -5.1% |
| 30D | -3.1% | +19.1% | -22.2% | -3.7% |
| 3M | +7.1% | +19.2% | -12.0% | +6.4% |
| 6M | +2.9% | +29.3% | -26.4% | -1.5% |
| YTD | +51.1% | +35.5% | +15.6% | +42.8% |
| 1Y | +79.3% | +43.5% | +35.8% | +69.1% |
| All | +79.3% | +41.3% | +38.0% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling