+1,290.0%
KDP vs AEE
+403.8%
+886.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | +0.3% | +2.3% | -2.0% | -0.5% |
| 30D | +16.3% | +11.6% | +4.7% | +11.5% |
| 3M | +24.0% | +5.5% | +18.5% | +21.4% |
| 6M | +30.0% | +6.0% | +24.0% | +26.9% |
| YTD | +36.1% | +16.6% | +19.5% | +27.9% |
| 1Y | +46.8% | +12.1% | +34.8% | +40.1% |
| 3Y | +30.5% | +64.2% | -33.8% | +6.4% |
| 5Y | +17.9% | +59.1% | -41.2% | -3.5% |
| 10Y | +239.3% | +210.2% | +29.1% | +101.6% |
| All | +1,290.0% | +403.8% | +886.2% | +496.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling