+47.7%
KDP vs APA
+95.1%
-47.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.6% | -1.8% | +1.9% |
| 7D | +4.0% | +5.1% | -1.1% | +4.1% |
| 30D | +16.8% | +0.3% | +16.5% | +16.7% |
| 3M | +32.0% | +15.6% | +16.4% | +32.0% |
| 6M | +35.2% | +28.9% | +6.2% | +35.3% |
| YTD | +40.9% | +96.6% | -55.6% | +31.9% |
| 1Y | +47.7% | +95.5% | -47.9% | +38.8% |
| All | +47.7% | +95.1% | -47.5% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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