+3,313.5%
DELL vs KDP
+218.4%
+3,095.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.8% | +10.0% | +11.5% |
| 7D | +0.4% | +4.0% | -3.6% | -0.2% |
| 30D | -35.1% | +16.8% | -51.9% | -37.0% |
| 3M | -15.1% | +32.0% | -47.2% | -19.5% |
| 6M | +51.7% | +35.2% | +16.6% | +42.0% |
| YTD | +200.0% | +40.9% | +159.1% | +176.9% |
| 1Y | +172.1% | +47.7% | +124.5% | +148.5% |
| 3Y | +431.2% | +34.8% | +396.4% | +384.2% |
| 5Y | +633.1% | +22.6% | +610.5% | +587.7% |
| 10Y | +2,886.3% | +266.4% | +2,619.9% | +2,647.9% |
| All | +3,313.5% | +218.4% | +3,095.0% | +3,051.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling