+14.3%
KDP vs BIYA
-99.9%
+114.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -0.8% | +9.0% | -9.8% | -0.8% |
| 30D | +9.7% | -12.9% | +22.7% | +9.7% |
| 3M | +17.6% | -54.7% | +72.3% | +17.5% |
| 6M | +25.8% | -85.1% | +110.8% | +26.1% |
| YTD | +33.9% | -96.9% | +130.7% | +32.4% |
| 1Y | +38.9% | -98.5% | +137.4% | +35.5% |
| All | +14.3% | -99.9% | +114.2% | +10.0% |
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