+1,117.5%
KDP vs BBY
+261.3%
+856.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -1.3% |
| 7D | +1.3% | +9.5% | -8.2% | 0.0% |
| 30D | +6.0% | +6.8% | -0.8% | +4.9% |
| 3M | +9.2% | +28.9% | -19.7% | +5.3% |
| 6M | +14.7% | +37.8% | -23.1% | +9.1% |
| YTD | +19.2% | +38.7% | -19.6% | +13.1% |
| 1Y | +15.2% | +23.7% | -8.5% | +10.8% |
| 3Y | +6.0% | +39.1% | -33.1% | -1.9% |
| 5Y | +5.4% | -0.4% | +5.8% | +0.6% |
| 10Y | +171.9% | +234.0% | -62.1% | +107.2% |
| All | +1,117.5% | +261.3% | +856.2% | +701.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling