+29.1%
KDP vs ARWR
+105.6%
-76.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.7% |
| 7D | +2.2% | -2.9% | +5.1% | +2.3% |
| 30D | +19.9% | -5.4% | +25.3% | +20.1% |
| 3M | +21.5% | -32.2% | +53.7% | +22.7% |
| 6M | +30.1% | -26.5% | +56.6% | +30.9% |
| YTD | +34.9% | -12.4% | +47.3% | +34.5% |
| 1Y | +43.4% | +46.9% | -3.5% | +39.9% |
| 3Y | +29.1% | +116.0% | -86.9% | +20.9% |
| All | +29.1% | +105.6% | -76.5% | +20.9% |
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