+170.1%
KDP vs CNC
+96.8%
+73.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.2% |
| 7D | -4.3% | -3.9% | -0.5% | -3.9% |
| 30D | +7.8% | +0.8% | +7.0% | +7.7% |
| 3M | -0.1% | +0.1% | -0.1% | -0.2% |
| 6M | +14.0% | +79.7% | -65.7% | +5.3% |
| YTD | +15.1% | +58.9% | -43.9% | +7.4% |
| 1Y | +18.5% | +109.1% | -90.6% | +5.8% |
| 3Y | +2.9% | 0.0% | +2.9% | -0.6% |
| 5Y | +3.0% | +9.5% | -6.5% | -3.2% |
| All | +170.1% | +96.8% | +73.3% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling