+266.4%
KDP vs DAL
+124.5%
+142.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +1.8% |
| 7D | +4.0% | +2.3% | +1.6% | +3.8% |
| 30D | +16.8% | +14.3% | +2.5% | +15.6% |
| 3M | +32.0% | +1.3% | +30.7% | +31.8% |
| 6M | +35.2% | +29.3% | +5.9% | +32.4% |
| YTD | +40.9% | +33.0% | +7.9% | +37.4% |
| 1Y | +47.7% | +59.8% | -12.2% | +42.1% |
| 3Y | +34.8% | +177.2% | -142.4% | +22.2% |
| 5Y | +22.6% | +118.4% | -95.7% | +11.9% |
| 10Y | +266.4% | +121.4% | +145.0% | +231.9% |
| All | +266.4% | +124.5% | +142.0% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling