+26.8%
KDP vs BDX
+25.0%
+1.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.3% |
| 7D | -0.8% | +2.9% | -3.7% | -1.6% |
| 30D | +9.7% | +15.4% | -5.7% | +5.3% |
| 3M | +17.6% | +20.5% | -2.9% | +11.5% |
| 6M | +25.8% | +53.2% | -27.4% | +11.9% |
| YTD | +33.9% | +45.7% | -11.8% | +20.4% |
| 1Y | +38.9% | +47.3% | -8.4% | +24.5% |
| 3Y | +26.8% | +25.1% | +1.7% | +15.3% |
| All | +26.8% | +25.0% | +1.8% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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