+20.1%
KDP vs APA
+107.8%
-87.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -1.4% |
| 7D | -1.6% | +0.3% | -1.9% | -1.6% |
| 30D | +9.5% | +9.3% | +0.2% | +9.7% |
| 3M | +2.6% | +23.3% | -20.7% | +3.1% |
| 6M | +15.6% | +39.5% | -23.9% | +15.1% |
| YTD | +17.3% | +87.6% | -70.3% | +15.0% |
| 1Y | +20.1% | +114.2% | -94.1% | +17.7% |
| All | +20.1% | +107.8% | -87.7% | +17.7% |
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