+17.6%
KDP vs BRKR
+75.9%
-58.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -3.7% | -8.7% | +5.0% | -3.6% |
| 30D | +6.2% | -9.9% | +16.0% | +6.2% |
| 3M | +1.2% | -3.1% | +4.3% | +1.2% |
| 6M | +15.3% | +45.5% | -30.2% | +14.9% |
| YTD | +14.8% | +13.7% | +1.1% | +15.7% |
| 1Y | +17.6% | +67.4% | -49.8% | +13.6% |
| All | +17.6% | +75.9% | -58.3% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling