+48.5%
KDP vs APA
+91.9%
-43.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.8% |
| 7D | +8.2% | -5.5% | +13.8% | +8.0% |
| 30D | +18.4% | -1.2% | +19.5% | +18.1% |
| 3M | +29.2% | +10.6% | +18.7% | +29.1% |
| 6M | +32.3% | +28.4% | +3.8% | +32.0% |
| YTD | +38.5% | +89.7% | -51.3% | +29.3% |
| 1Y | +48.5% | +90.6% | -42.1% | +39.1% |
| All | +48.5% | +91.9% | -43.4% | +39.1% |
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