+15.2%
KDP vs AON
-13.5%
+28.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | +1.3% | -9.1% | +10.4% | +2.0% |
| 30D | +6.0% | -10.2% | +16.2% | +6.8% |
| 3M | +9.2% | +0.5% | +8.7% | +10.4% |
| 6M | +14.7% | -4.8% | +19.5% | +15.7% |
| YTD | +19.2% | -8.0% | +27.2% | +20.5% |
| 1Y | +15.2% | -13.1% | +28.2% | +15.7% |
| All | +15.2% | -13.5% | +28.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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