-51.9%
KDK vs SPY
+18.0%
-70.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.4% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -9.7% | +0.1% | -9.7% | -9.7% |
| 3M | -44.5% | +2.0% | -46.5% | -46.0% |
| 6M | -54.8% | +13.0% | -67.8% | -62.9% |
| YTD | -65.0% | +13.5% | -78.6% | -71.5% |
| All | -51.9% | +18.0% | -70.0% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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