+1.8%
KDP vs EQX
+83.7%
-81.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | -0.3% |
| 7D | -3.7% | -3.2% | -0.5% | -3.6% |
| 30D | +6.2% | +7.8% | -1.6% | +5.9% |
| 3M | +1.2% | +21.3% | -20.1% | +0.4% |
| 6M | +15.3% | -22.4% | +37.8% | +16.2% |
| YTD | +14.8% | -11.3% | +26.1% | +14.9% |
| 1Y | +17.6% | +13.5% | +4.1% | +16.3% |
| 3Y | +2.1% | +162.1% | -160.0% | -4.9% |
| All | +1.8% | +83.7% | -81.8% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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