+47.7%
KDP vs ARMK
+44.4%
+3.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +1.8% |
| 7D | +4.0% | +2.8% | +1.2% | +3.7% |
| 30D | +16.8% | -1.8% | +18.6% | +16.8% |
| 3M | +32.0% | -10.9% | +42.9% | +34.0% |
| 6M | +35.2% | +21.2% | +13.9% | +30.7% |
| YTD | +40.9% | +47.0% | -6.1% | +35.3% |
| 1Y | +47.7% | +42.9% | +4.8% | +42.3% |
| All | +47.7% | +44.4% | +3.2% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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