+1,290.0%
KDP vs LVS
-12.7%
+1,302.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | +0.3% | +5.2% | -4.9% | -0.2% |
| 30D | +16.3% | +12.0% | +4.3% | +15.0% |
| 3M | +24.0% | -11.5% | +35.5% | +25.4% |
| 6M | +30.0% | -23.2% | +53.2% | +33.2% |
| YTD | +36.1% | -36.7% | +72.8% | +41.6% |
| 1Y | +46.8% | -36.8% | +83.6% | +52.8% |
| 3Y | +30.5% | -10.5% | +41.0% | +29.7% |
| 5Y | +17.9% | +5.1% | +12.8% | +13.0% |
| 10Y | +239.3% | -14.0% | +253.2% | +222.5% |
| All | +1,290.0% | -12.7% | +1,302.7% | +1,117.3% |
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