+1,339.3%
KDP vs LNT
+662.5%
+676.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.6% |
| 7D | +4.0% | -0.2% | +4.2% | +4.1% |
| 30D | +16.8% | +11.6% | +5.2% | +11.9% |
| 3M | +32.0% | +8.2% | +23.9% | +28.0% |
| 6M | +35.2% | +3.1% | +32.0% | +33.4% |
| YTD | +40.9% | +16.8% | +24.1% | +32.5% |
| 1Y | +47.7% | +11.6% | +36.0% | +41.2% |
| 3Y | +34.8% | +67.4% | -32.6% | +9.3% |
| 5Y | +22.6% | +56.8% | -34.1% | +0.8% |
| 10Y | +266.4% | +185.0% | +81.4% | +123.7% |
| All | +1,339.3% | +662.5% | +676.8% | +456.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling