+17.9%
KDP vs AVAV
+34.3%
-16.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.6% | -11.7% | +0.9% |
| 7D | +0.3% | +3.2% | -2.8% | +0.4% |
| 30D | +16.3% | -7.4% | +23.7% | +16.3% |
| 3M | +24.0% | -32.0% | +56.0% | +24.0% |
| 6M | +30.0% | -24.6% | +54.5% | +30.0% |
| YTD | +36.1% | -47.5% | +83.6% | +36.1% |
| 1Y | +46.8% | -61.5% | +108.3% | +47.6% |
| 3Y | +30.5% | +5.5% | +25.0% | +24.2% |
| 5Y | +17.9% | +35.7% | -17.8% | +10.1% |
| All | +17.9% | +34.3% | -16.4% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling