+1,288.1%
KDP vs DAL
+1,163.8%
+124.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +0.7% |
| 7D | +4.5% | +4.6% | -0.1% | +4.0% |
| 30D | +18.5% | +2.3% | +16.2% | +18.2% |
| 3M | +20.8% | -8.1% | +28.9% | +21.7% |
| 6M | +29.4% | +21.4% | +8.0% | +26.6% |
| YTD | +35.9% | +24.3% | +11.6% | +32.3% |
| 1Y | +42.5% | +47.4% | -4.9% | +36.2% |
| 3Y | +29.4% | +164.6% | -135.2% | +14.4% |
| 5Y | +15.8% | +100.2% | -84.4% | +3.8% |
| 10Y | +236.5% | +124.9% | +111.6% | +184.4% |
| All | +1,288.1% | +1,163.8% | +124.3% | +814.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling