+1,278.3%
KDP vs EAT
+1,156.5%
+121.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.3% |
| 7D | +2.2% | -2.6% | +4.8% | +2.6% |
| 30D | +19.9% | +11.5% | +8.5% | +18.1% |
| 3M | +21.5% | -9.1% | +30.6% | +22.5% |
| 6M | +30.1% | +40.4% | -10.3% | +23.4% |
| YTD | +34.9% | +43.9% | -9.0% | +26.7% |
| 1Y | +43.4% | +101.9% | -58.6% | +28.2% |
| 3Y | +29.1% | +489.9% | -460.8% | -4.7% |
| 5Y | +15.0% | +362.6% | -347.7% | -15.2% |
| 10Y | +234.1% | +385.7% | -151.6% | +104.0% |
| All | +1,278.3% | +1,156.5% | +121.9% | +564.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling