+247.9%
KDP vs AVAV
+315.4%
-67.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +2.7% |
| 7D | -0.8% | +4.2% | -5.0% | -0.9% |
| 30D | +9.7% | -2.6% | +12.3% | +9.7% |
| 3M | +17.6% | -38.0% | +55.6% | +19.2% |
| 6M | +25.8% | -27.0% | +52.8% | +26.3% |
| YTD | +33.9% | -51.4% | +85.3% | +35.7% |
| 1Y | +38.9% | -60.2% | +99.1% | +41.9% |
| 3Y | +26.8% | -6.7% | +33.4% | +20.2% |
| 5Y | +16.3% | +28.3% | -12.0% | +6.0% |
| All | +247.9% | +315.4% | -67.5% | +196.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling