+1,117.5%
KDP vs AU
+255.1%
+862.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | +1.3% | -3.6% | +4.9% | +1.4% |
| 30D | +6.0% | +23.9% | -17.9% | +4.9% |
| 3M | +9.2% | +19.1% | -9.9% | +8.1% |
| 6M | +14.7% | -0.2% | +14.9% | +14.2% |
| YTD | +19.2% | +32.5% | -13.3% | +17.0% |
| 1Y | +15.2% | +96.9% | -81.8% | +10.8% |
| 3Y | +6.0% | +614.7% | -608.8% | -5.1% |
| 5Y | +5.4% | +647.7% | -642.3% | -6.8% |
| 10Y | +171.9% | +679.2% | -507.3% | +134.4% |
| All | +1,117.5% | +255.1% | +862.4% | +835.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling