+180.0%
DELL vs KDP
+36.0%
+144.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.4% | +6.7% | -3.8% |
| 7D | +17.1% | -4.0% | +21.1% | +15.4% |
| 30D | -35.1% | +8.5% | -43.5% | -32.3% |
| 3M | -23.3% | +20.7% | -44.0% | -16.8% |
| 6M | +55.8% | +23.2% | +32.6% | +67.3% |
| YTD | +198.0% | +30.5% | +167.5% | +224.0% |
| All | +180.0% | +36.0% | +144.1% | +183.3% |
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