+239.3%
KDP vs EAT
+375.0%
-135.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | +0.3% | -3.9% | +4.2% | +0.8% |
| 30D | +16.3% | +5.0% | +11.3% | +15.6% |
| 3M | +24.0% | -9.6% | +33.6% | +24.9% |
| 6M | +30.0% | +46.8% | -16.8% | +23.9% |
| YTD | +36.1% | +41.8% | -5.7% | +29.6% |
| 1Y | +46.8% | +98.3% | -51.5% | +34.3% |
| 3Y | +30.5% | +503.1% | -472.6% | +0.8% |
| 5Y | +17.9% | +356.7% | -338.7% | -8.5% |
| 10Y | +239.3% | +349.8% | -110.5% | +92.5% |
| All | +239.3% | +375.0% | -135.7% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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