+6.4%
KDP vs ACHR
-8.8%
+15.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.1% |
| 7D | +2.1% | +4.9% | -2.8% | +2.0% |
| 30D | +8.5% | +4.3% | +4.2% | +8.4% |
| 3M | +6.6% | +1.7% | +4.9% | +6.6% |
| 6M | +17.1% | -6.9% | +23.9% | +17.2% |
| YTD | +19.0% | -22.5% | +41.5% | +19.6% |
| 1Y | +21.8% | -31.5% | +53.3% | +22.3% |
| 3Y | +6.4% | -14.4% | +20.8% | +5.4% |
| All | +6.4% | -8.8% | +15.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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