+48.5%
KDP vs BB
+98.3%
-49.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +1.7% |
| 7D | +8.2% | +11.6% | -3.4% | +8.4% |
| 30D | +18.4% | +2.6% | +15.8% | +18.3% |
| 3M | +29.2% | +3.5% | +25.7% | +29.5% |
| 6M | +32.3% | +43.5% | -11.2% | +31.8% |
| YTD | +38.5% | +141.2% | -102.7% | +37.0% |
| 1Y | +48.5% | +97.4% | -48.9% | +51.3% |
| All | +48.5% | +98.3% | -49.8% | +51.3% |
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