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  • KDP vs LVS✓SelectedUSD · LVSKDP vs LVS performance historyLatest closeAs of-0.88%09/04
Stock and ETF performance explorer

KDP vs LVS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,117.5%
LVS return
-4.4%
Excess return
+1,121.9%
Maximum drawdown
-55.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioLVSExcessAlpha
1D-0.9%-0.3%-0.6%-0.9%
7D+1.3%-1.5%+2.8%+1.4%
30D+6.0%-3.2%+9.2%+6.3%
3M+9.2%-12.0%+21.2%+10.5%
6M+14.7%-19.9%+34.6%+16.9%
YTD+19.2%-30.6%+49.8%+23.0%
1Y+15.2%-17.7%+32.9%+16.6%
3Y+6.0%-14.2%+20.2%+5.7%
5Y+5.4%+9.6%-4.2%+0.4%
10Y+171.9%+5.7%+166.2%+153.5%
All+1,117.5%-4.4%+1,121.9%+957.0%

Cumulative growth

Daily Returns

Daily percentage return beside LVS.

Daily Out/Under-Performance

Portfolio return minus LVS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × LVS 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 LVS 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