+47.7%
KDP vs APD
+24.7%
+23.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.6% |
| 7D | +4.0% | -1.2% | +5.1% | +4.1% |
| 30D | +16.8% | +11.0% | +5.8% | +15.4% |
| 3M | +32.0% | +2.6% | +29.5% | +31.2% |
| 6M | +35.2% | +4.8% | +30.3% | +34.9% |
| YTD | +40.9% | +31.0% | +9.9% | +39.9% |
| 1Y | +47.7% | +23.4% | +24.3% | +46.9% |
| All | +47.7% | +24.7% | +23.0% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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