+20.1%
KDP vs EOG
+28.5%
-8.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.6% | -1.5% |
| 7D | -1.6% | -1.3% | -0.3% | -1.5% |
| 30D | +9.5% | +3.4% | +6.1% | +9.3% |
| 3M | +2.6% | +7.8% | -5.2% | +2.2% |
| 6M | +15.6% | +13.4% | +2.3% | +13.6% |
| YTD | +17.3% | +43.5% | -26.2% | +7.9% |
| 1Y | +20.1% | +29.7% | -9.6% | +11.6% |
| All | +20.1% | +28.5% | -8.4% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 1y: compounded portfolio wealth divided by compounded EOG 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…
1y analysis · Full analysis span regression · 6 months rolling