+41.6%
KDP vs ACHR
-53.6%
+95.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.8% | +1.8% |
| 7D | +8.2% | +14.0% | -5.8% | +8.0% |
| 30D | +18.4% | -5.0% | +23.4% | +18.4% |
| 3M | +29.2% | -24.8% | +54.0% | +29.6% |
| 6M | +32.3% | -27.3% | +59.6% | +32.7% |
| YTD | +38.5% | -37.4% | +75.8% | +39.1% |
| 1Y | +48.5% | -44.3% | +92.8% | +49.4% |
| 3Y | +32.5% | -5.2% | +37.7% | +30.1% |
| 5Y | +19.7% | -20.8% | +40.5% | +17.6% |
| All | +41.6% | -53.6% | +95.2% | +43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling