+38.9%
KDP vs AU
+6.3%
+32.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.7% |
| 7D | -0.8% | -7.2% | +6.4% | -0.6% |
| 30D | +9.7% | -2.9% | +12.6% | +9.7% |
| 3M | +17.6% | -8.7% | +26.3% | +17.7% |
| 6M | +25.8% | -14.1% | +39.9% | +26.2% |
| YTD | +33.9% | +4.8% | +29.1% | +34.8% |
| 1Y | +38.9% | +11.9% | +27.0% | +40.2% |
| All | +38.9% | +6.3% | +32.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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