+47.7%
KDP vs AON
-2.2%
+49.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +4.0% | -2.4% | +6.3% | +4.4% |
| 30D | +16.8% | +22.8% | -6.0% | +13.3% |
| 3M | +32.0% | -5.3% | +37.4% | +31.4% |
| 6M | +35.2% | +8.4% | +26.8% | +35.3% |
| YTD | +40.9% | -3.9% | +44.8% | +41.9% |
| 1Y | +47.7% | -3.1% | +50.8% | +49.2% |
| All | +47.7% | -2.2% | +49.9% | +49.2% |
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