+1,278.3%
KDP vs FDX
+385.3%
+893.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.1% |
| 7D | +2.2% | -1.6% | +3.8% | +2.6% |
| 30D | +19.9% | +6.6% | +13.3% | +18.2% |
| 3M | +21.5% | -2.1% | +23.6% | +22.0% |
| 6M | +30.1% | +2.2% | +27.9% | +29.1% |
| YTD | +34.9% | +33.9% | +1.0% | +25.2% |
| 1Y | +43.4% | +50.2% | -6.8% | +29.4% |
| 3Y | +29.1% | +65.5% | -36.5% | +10.6% |
| 5Y | +15.0% | +74.1% | -59.1% | -5.7% |
| 10Y | +234.1% | +156.7% | +77.4% | +124.6% |
| All | +1,278.3% | +385.3% | +893.1% | +542.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling