+256.4%
KDP vs FDX
+155.6%
+100.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +8.2% | +0.5% | +7.7% | +8.1% |
| 30D | +18.4% | +9.5% | +8.8% | +16.5% |
| 3M | +29.2% | -1.3% | +30.6% | +29.5% |
| 6M | +32.3% | +5.5% | +26.7% | +30.7% |
| YTD | +38.5% | +38.9% | -0.4% | +30.1% |
| 1Y | +48.5% | +58.8% | -10.3% | +36.3% |
| 3Y | +32.5% | +71.1% | -38.7% | +17.2% |
| 5Y | +19.7% | +76.3% | -56.6% | +3.1% |
| 10Y | +256.4% | +153.4% | +103.0% | +153.8% |
| All | +256.4% | +155.6% | +100.8% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling