+266.4%
KDP vs AVAV
+360.4%
-94.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.7% |
| 7D | +4.0% | +9.9% | -5.9% | +3.6% |
| 30D | +16.8% | -5.4% | +22.2% | +16.9% |
| 3M | +32.0% | -36.5% | +68.6% | +33.7% |
| 6M | +35.2% | -25.3% | +60.4% | +35.6% |
| YTD | +40.9% | -48.6% | +89.5% | +42.6% |
| 1Y | +47.7% | -62.1% | +109.7% | +51.4% |
| 3Y | +34.8% | +2.3% | +32.5% | +27.3% |
| 5Y | +22.6% | +35.4% | -12.7% | +11.6% |
| 10Y | +266.4% | +345.1% | -78.7% | +212.1% |
| All | +266.4% | +360.4% | -94.0% | +212.1% |
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