+17.0%
KDP vs ENTG
-10.4%
+27.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | -0.8% |
| 7D | +2.2% | -17.1% | +19.3% | +2.7% |
| 30D | +19.9% | -23.0% | +42.9% | +20.7% |
| 3M | +21.5% | -10.2% | +31.7% | +21.5% |
| 6M | +30.1% | -17.8% | +47.9% | +30.0% |
| YTD | +34.9% | +52.4% | -17.4% | +29.9% |
| 1Y | +43.4% | +49.8% | -6.4% | +38.1% |
| 3Y | +29.1% | +42.1% | -13.0% | +21.5% |
| All | +17.0% | -10.4% | +27.4% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 5y: compounded portfolio wealth divided by compounded ENTG 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…
5y analysis · Full analysis span regression · 6 months rolling