+229.6%
KDP vs AVAV
+361.4%
-131.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.5% | -11.2% | -1.0% |
| 7D | +2.2% | -10.6% | +12.8% | +2.5% |
| 30D | +19.9% | -18.8% | +38.7% | +20.5% |
| 3M | +21.5% | -34.1% | +55.6% | +22.8% |
| 6M | +30.1% | -35.3% | +65.4% | +31.2% |
| YTD | +34.9% | -53.4% | +88.3% | +36.9% |
| 1Y | +43.4% | -65.6% | +109.0% | +47.3% |
| 3Y | +29.1% | -5.1% | +34.2% | +22.2% |
| 5Y | +15.0% | +18.5% | -3.5% | +5.5% |
| All | +229.6% | +361.4% | -131.8% | +198.3% |
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