+266.4%
KDP vs EIX
+34.4%
+232.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +1.9% |
| 7D | +4.0% | -2.5% | +6.5% | +4.5% |
| 30D | +16.8% | +7.7% | +9.1% | +15.0% |
| 3M | +32.0% | -12.9% | +44.9% | +34.6% |
| 6M | +35.2% | -12.7% | +47.8% | +37.5% |
| YTD | +40.9% | +5.5% | +35.5% | +37.1% |
| 1Y | +47.7% | +9.4% | +38.3% | +42.4% |
| 3Y | +34.8% | +9.7% | +25.1% | +27.5% |
| 5Y | +22.6% | +16.9% | +5.7% | +13.4% |
| 10Y | +266.4% | +34.3% | +232.2% | +199.1% |
| All | +266.4% | +34.4% | +232.1% | +199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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