+179.4%
INTC vs KDP
+6.5%
+172.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.1% | +9.2% | +9.1% |
| 7D | +17.4% | +2.1% | +15.4% | +17.1% |
| 30D | +2.8% | +8.5% | -5.7% | +1.6% |
| 3M | -5.3% | +6.6% | -11.9% | -6.7% |
| 6M | +140.6% | +17.1% | +123.5% | +131.6% |
| YTD | +183.1% | +19.0% | +164.1% | +171.2% |
| 1Y | +326.8% | +21.8% | +305.0% | +305.0% |
| 3Y | +179.4% | +6.4% | +173.0% | +168.2% |
| All | +179.4% | +6.5% | +172.9% | +168.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling