+29.1%
KDP vs AVTR
-15.6%
+44.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -0.8% |
| 7D | +2.2% | -3.6% | +5.8% | +2.4% |
| 30D | +19.9% | +0.8% | +19.2% | +19.8% |
| 3M | +21.5% | +17.4% | +4.1% | +20.1% |
| 6M | +30.1% | +83.5% | -53.4% | +24.6% |
| YTD | +34.9% | +35.0% | -0.1% | +32.0% |
| 1Y | +43.4% | +36.7% | +6.7% | +40.0% |
| 3Y | +29.1% | -15.3% | +44.4% | +28.1% |
| All | +29.1% | -15.6% | +44.6% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling