+47.7%
KDP vs AEE
+11.8%
+35.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +12.1% |
| 3M | +32.0% | +5.8% | +26.2% | +28.6% |
| 6M | +35.2% | +4.5% | +30.7% | +32.6% |
| YTD | +40.9% | +15.8% | +25.1% | +35.7% |
| 1Y | +47.7% | +10.8% | +36.9% | +44.6% |
| All | +47.7% | +11.8% | +35.9% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling