+298.1%
APP vs KDP
+16.7%
+281.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +3.6% |
| 7D | +4.6% | -0.8% | +5.4% | +4.7% |
| 30D | +56.0% | +9.7% | +46.3% | +54.1% |
| 3M | +30.8% | +17.6% | +13.2% | +28.1% |
| 6M | -9.8% | +25.8% | -35.6% | -12.2% |
| YTD | -39.3% | +33.9% | -73.2% | -41.6% |
| 1Y | -26.4% | +38.9% | -65.3% | -29.7% |
| 3Y | +887.9% | +26.8% | +861.1% | +814.1% |
| All | +298.1% | +16.7% | +281.4% | +297.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling