+30.5%
KDP vs DAL
+175.7%
-145.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.4% | +0.5% |
| 7D | +0.3% | +10.0% | -9.7% | -0.3% |
| 30D | +16.3% | +12.0% | +4.3% | +15.5% |
| 3M | +24.0% | +0.8% | +23.2% | +23.8% |
| 6M | +30.0% | +26.2% | +3.8% | +28.4% |
| YTD | +36.1% | +33.7% | +2.4% | +33.8% |
| 1Y | +46.8% | +57.6% | -10.7% | +43.4% |
| 3Y | +30.5% | +183.5% | -153.0% | +15.5% |
| All | +30.5% | +175.7% | -145.3% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling