+1,288.1%
KDP vs AVAV
+327.3%
+960.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.8% | +10.1% | +0.9% |
| 7D | +4.5% | -24.3% | +28.8% | +6.1% |
| 30D | +18.5% | -28.9% | +47.4% | +20.7% |
| 3M | +20.8% | -39.3% | +60.1% | +24.1% |
| 6M | +29.4% | -38.8% | +68.2% | +31.9% |
| YTD | +35.9% | -57.8% | +93.7% | +40.6% |
| 1Y | +42.5% | -70.9% | +113.4% | +51.2% |
| 3Y | +29.4% | -14.8% | +44.2% | +22.1% |
| 5Y | +15.8% | +7.3% | +8.5% | +4.4% |
| 10Y | +236.5% | +325.3% | -88.9% | +147.3% |
| All | +1,288.1% | +327.3% | +960.8% | +782.2% |
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