+169.5%
KDP vs EQT
+50.4%
+119.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | -3.7% | -2.0% | -1.7% | -3.6% |
| 30D | +6.2% | 0.0% | +6.2% | +6.2% |
| 3M | +1.2% | +5.9% | -4.7% | +1.0% |
| 6M | +15.3% | -14.8% | +30.1% | +15.9% |
| YTD | +14.8% | +1.8% | +13.0% | +14.6% |
| 1Y | +17.6% | +7.4% | +10.2% | +17.1% |
| 3Y | +2.1% | +33.6% | -31.5% | +0.4% |
| 5Y | +2.7% | +199.3% | -196.6% | -2.3% |
| All | +169.5% | +50.4% | +119.1% | +150.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling