+1,117.5%
KDP vs EAT
+1,300.3%
-182.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +6.0% | +1.9% | +4.1% | +5.5% |
| 3M | +9.2% | +68.7% | -59.5% | +1.5% |
| 6M | +14.7% | +66.9% | -52.2% | +6.1% |
| YTD | +19.2% | +60.4% | -41.2% | +10.6% |
| 1Y | +15.2% | +44.0% | -28.8% | +8.0% |
| 3Y | +6.0% | +604.7% | -598.7% | -23.6% |
| 5Y | +5.4% | +347.0% | -341.6% | -21.7% |
| 10Y | +171.9% | +390.8% | -218.9% | +66.8% |
| All | +1,117.5% | +1,300.3% | -182.8% | +480.2% |
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