+32.5%
KDP vs ARWR
+81.3%
-48.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +1.8% |
| 7D | +8.2% | -17.7% | +25.9% | +8.7% |
| 30D | +18.4% | -21.9% | +40.3% | +19.1% |
| 3M | +29.2% | -44.5% | +73.7% | +31.2% |
| 6M | +32.3% | -32.6% | +64.9% | +33.2% |
| YTD | +38.5% | -26.2% | +64.7% | +38.6% |
| 1Y | +48.5% | +23.0% | +25.5% | +45.5% |
| 3Y | +32.5% | +81.8% | -49.3% | +24.6% |
| All | +32.5% | +81.3% | -48.8% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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