+4,681.2%
DELL vs KDP
+169.4%
+4,511.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +14.9% | +1.3% | +13.6% | +14.7% |
| 30D | +13.3% | +6.0% | +7.3% | +12.1% |
| 3M | +24.4% | +9.2% | +15.2% | +21.5% |
| 6M | +258.0% | +14.7% | +243.3% | +245.3% |
| YTD | +320.2% | +19.2% | +301.0% | +300.7% |
| 1Y | +319.1% | +15.2% | +303.9% | +302.0% |
| 3Y | +706.5% | +6.0% | +700.6% | +676.2% |
| 5Y | +1,071.9% | +5.4% | +1,066.5% | +1,029.3% |
| 10Y | +4,683.5% | +171.9% | +4,511.6% | +4,460.8% |
| All | +4,681.2% | +169.4% | +4,511.9% | +4,460.3% |
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 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