+1,117.5%
KDP vs DAL
+1,083.6%
+33.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | +1.3% | +0.1% | +1.1% | +1.3% |
| 30D | +6.0% | -13.9% | +19.9% | +7.5% |
| 3M | +9.2% | +1.1% | +8.1% | +8.9% |
| 6M | +14.7% | +26.2% | -11.5% | +11.7% |
| YTD | +19.2% | +16.4% | +2.8% | +16.8% |
| 1Y | +15.2% | +33.9% | -18.7% | +11.1% |
| 3Y | +6.0% | +93.4% | -87.4% | -3.3% |
| 5Y | +5.4% | +106.4% | -100.9% | -5.9% |
| 10Y | +171.9% | +143.0% | +28.9% | +127.6% |
| All | +1,117.5% | +1,083.6% | +33.9% | +707.6% |
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