+43.5%
KDP vs DOW
+50.2%
-6.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +6.0% |
| 7D | +5.3% | -4.2% | +9.5% | +5.4% |
| 30D | +19.1% | +14.7% | +4.4% | +18.7% |
| 3M | +19.2% | +9.1% | +10.1% | +18.8% |
| 6M | +29.3% | -17.7% | +46.9% | +29.7% |
| YTD | +35.5% | +44.6% | -9.1% | +26.1% |
| 1Y | +43.5% | +51.9% | -8.4% | +32.0% |
| All | +43.5% | +50.2% | -6.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling