+2,662.4%
DELL vs KDP
+247.6%
+2,414.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.8% | -7.6% |
| 7D | +4.9% | -0.8% | +5.7% | +5.0% |
| 30D | -32.1% | +9.7% | -41.8% | -33.4% |
| 3M | -30.2% | +17.6% | -47.9% | -32.6% |
| 6M | +41.7% | +25.8% | +15.9% | +34.1% |
| YTD | +176.6% | +33.9% | +142.7% | +157.0% |
| 1Y | +159.9% | +38.9% | +121.1% | +139.4% |
| 3Y | +388.0% | +26.8% | +361.2% | +348.9% |
| 5Y | +578.2% | +16.3% | +561.9% | +540.5% |
| All | +2,662.4% | +247.6% | +2,414.8% | +2,452.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling