+1,117.5%
KDP vs AVAV
+505.5%
+612.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.8% |
| 7D | +1.3% | -2.2% | +3.5% | +1.4% |
| 30D | +6.0% | -13.9% | +19.9% | +6.8% |
| 3M | +9.2% | -29.2% | +38.4% | +11.0% |
| 6M | +14.7% | -36.1% | +50.8% | +16.9% |
| YTD | +19.2% | -40.2% | +59.4% | +21.1% |
| 1Y | +15.2% | -36.2% | +51.4% | +15.7% |
| 3Y | +6.0% | +47.5% | -41.6% | -3.9% |
| 5Y | +5.4% | +39.3% | -33.8% | -6.0% |
| 10Y | +171.9% | +482.6% | -310.7% | +96.9% |
| All | +1,117.5% | +505.5% | +612.0% | +659.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling