+143.3%
DELL vs KDP
+41.3%
+102.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.9% | -14.7% | -6.0% |
| 7D | -24.6% | +5.3% | -29.9% | -22.3% |
| 30D | -32.5% | +19.1% | -51.6% | -27.6% |
| 3M | -20.2% | +19.2% | -39.4% | -14.5% |
| 6M | +76.5% | +29.3% | +47.2% | +92.4% |
| YTD | +198.9% | +35.5% | +163.4% | +229.3% |
| 1Y | +143.3% | +43.5% | +99.9% | +154.2% |
| All | +143.3% | +41.3% | +102.0% | +154.2% |
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