+15.2%
KDP vs BB
+105.3%
-90.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.3% | -5.6% | +6.9% | +1.2% |
| 30D | +6.0% | -11.8% | +17.8% | +6.0% |
| 3M | +9.2% | -25.5% | +34.7% | +8.6% |
| 6M | +14.7% | +121.3% | -106.6% | +17.3% |
| YTD | +19.2% | +103.2% | -84.0% | +21.4% |
| 1Y | +15.2% | +102.6% | -87.5% | +20.9% |
| All | +15.2% | +105.3% | -90.2% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling