+53.4%
KDP vs EQX
+244.1%
-190.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.5% |
| 7D | -1.6% | +1.7% | -3.3% | -1.6% |
| 30D | +9.5% | +11.1% | -1.6% | +9.0% |
| 3M | +2.6% | +23.1% | -20.5% | +1.7% |
| 6M | +15.6% | -21.8% | +37.5% | +16.4% |
| YTD | +17.3% | -8.1% | +25.4% | +17.2% |
| 1Y | +20.1% | +29.7% | -9.6% | +17.9% |
| 3Y | +4.9% | +179.9% | -175.0% | -2.4% |
| 5Y | +5.0% | +82.5% | -77.5% | -2.3% |
| All | +53.4% | +244.1% | -190.7% | +48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling