+266.4%
KDP vs AEE
+216.2%
+50.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.1% | +1.9% |
| 7D | +4.0% | +0.2% | +3.8% | +3.9% |
| 30D | +16.8% | +9.7% | +7.1% | +13.2% |
| 3M | +32.0% | +5.8% | +26.2% | +29.5% |
| 6M | +35.2% | +4.5% | +30.7% | +33.1% |
| YTD | +40.9% | +15.8% | +25.1% | +34.0% |
| 1Y | +47.7% | +10.8% | +36.9% | +42.4% |
| 3Y | +34.8% | +62.8% | -28.0% | +14.0% |
| 5Y | +22.6% | +56.1% | -33.5% | +4.6% |
| 10Y | +266.4% | +216.4% | +50.0% | +148.9% |
| All | +266.4% | +216.2% | +50.2% | +148.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling