+580.7%
DELL vs KDP
+17.8%
+563.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.4% |
| 7D | -11.8% | +0.3% | -12.2% | -11.7% |
| 30D | -40.8% | +16.3% | -57.1% | -40.8% |
| 3M | -23.6% | +24.0% | -47.6% | -23.7% |
| 6M | +33.4% | +30.0% | +3.4% | +31.9% |
| YTD | +178.0% | +36.1% | +141.9% | +173.4% |
| 1Y | +138.6% | +46.8% | +91.7% | +132.1% |
| 3Y | +400.9% | +30.5% | +370.4% | +381.7% |
| 5Y | +580.7% | +17.9% | +562.8% | +597.5% |
| All | +580.7% | +17.8% | +563.0% | +597.5% |
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