+20.1%
KDP vs LNT
+9.7%
+10.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.0% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | +9.5% | -0.5% | +10.0% | +9.6% |
| 3M | +2.6% | -5.5% | +8.2% | +5.4% |
| 6M | +15.6% | -3.8% | +19.4% | +17.8% |
| YTD | +17.3% | +6.8% | +10.5% | +17.4% |
| 1Y | +20.1% | +9.3% | +10.8% | +20.5% |
| All | +20.1% | +9.7% | +10.4% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 1y: compounded portfolio wealth divided by compounded LNT 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…
1y analysis · Full analysis span regression · 6 months rolling