+17.0%
KDP vs APA
+71.7%
-54.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.8% |
| 7D | +2.2% | -15.5% | +17.7% | +2.8% |
| 30D | +19.9% | +2.4% | +17.6% | +19.7% |
| 3M | +21.5% | +22.8% | -1.3% | +20.3% |
| 6M | +30.1% | +17.9% | +12.2% | +29.0% |
| YTD | +34.9% | +87.7% | -52.7% | +30.4% |
| 1Y | +43.4% | +94.2% | -50.8% | +38.3% |
| 3Y | +29.1% | +27.2% | +1.9% | +25.8% |
| All | +17.0% | +71.7% | -54.7% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling