+1.7%
KDP vs BIYA
-99.8%
+101.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.1% | +2.7% | -0.7% | +2.1% |
| 30D | +8.5% | -18.7% | +27.2% | +8.4% |
| 3M | +6.6% | -72.0% | +78.6% | +6.8% |
| 6M | +17.1% | -86.4% | +103.5% | +17.0% |
| YTD | +19.0% | -94.2% | +113.2% | +17.8% |
| 1Y | +21.8% | -98.4% | +120.2% | +18.5% |
| All | +1.7% | -99.8% | +101.4% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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