+13.4%
KDP vs BBY
-2.1%
+15.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.7% | -5.7% | -7.2% |
| 7D | -4.0% | +4.0% | -8.0% | -4.4% |
| 30D | +8.5% | +17.6% | -9.1% | +6.6% |
| 3M | +20.7% | +25.9% | -5.2% | +17.7% |
| 6M | +23.2% | +85.1% | -61.9% | +15.6% |
| YTD | +30.5% | +60.6% | -30.1% | +23.9% |
| 1Y | +35.9% | +40.2% | -4.3% | +30.8% |
| 3Y | +24.8% | +86.6% | -61.8% | +13.4% |
| 5Y | +13.4% | -3.7% | +17.1% | +9.6% |
| All | +13.4% | -2.1% | +15.5% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling