+15.2%
KDP vs APTV
-39.9%
+55.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -1.0% |
| 7D | +1.3% | +4.8% | -3.5% | +1.1% |
| 30D | +6.0% | +2.0% | +4.0% | +5.8% |
| 3M | +9.2% | -34.2% | +43.4% | +11.6% |
| 6M | +14.7% | -34.7% | +49.4% | +17.2% |
| YTD | +19.2% | -37.0% | +56.2% | +21.8% |
| 1Y | +15.2% | -40.4% | +55.6% | +15.7% |
| All | +15.2% | -39.9% | +55.1% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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