+17.8%
AVGO vs KDP
+15.4%
+2.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | 0.0% |
| 7D | -3.0% | +1.3% | -4.2% | -2.6% |
| 30D | -14.4% | +6.0% | -20.4% | -13.1% |
| 3M | -14.4% | +9.2% | -23.6% | -12.8% |
| 6M | +13.1% | +14.7% | -1.6% | +16.0% |
| YTD | +3.8% | +19.2% | -15.4% | +7.3% |
| 1Y | +17.8% | +15.2% | +2.6% | +13.3% |
| All | +17.8% | +15.4% | +2.4% | +13.3% |
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