+26.8%
KDP vs APA
+45.9%
-19.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.6% |
| 7D | -0.8% | +8.5% | -9.3% | -0.9% |
| 30D | +9.7% | +2.8% | +6.9% | +9.6% |
| 3M | +17.6% | +21.7% | -4.1% | +17.1% |
| 6M | +25.8% | +32.6% | -6.8% | +24.9% |
| YTD | +33.9% | +103.7% | -69.8% | +30.3% |
| 1Y | +38.9% | +101.8% | -62.9% | +35.1% |
| 3Y | +26.8% | +48.1% | -21.3% | +23.1% |
| All | +26.8% | +45.9% | -19.2% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling