+256.4%
KDP vs NDAQ
+472.5%
-216.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.4% |
| 7D | +8.2% | +2.9% | +5.4% | +7.4% |
| 30D | +18.4% | +17.5% | +0.9% | +13.6% |
| 3M | +29.2% | +15.4% | +13.8% | +24.5% |
| 6M | +32.3% | +24.6% | +7.7% | +24.7% |
| YTD | +38.5% | +14.4% | +24.1% | +32.8% |
| 1Y | +48.5% | +26.9% | +21.6% | +38.3% |
| 3Y | +32.5% | +119.8% | -87.4% | +3.8% |
| 5Y | +19.7% | +70.5% | -50.8% | -0.1% |
| 10Y | +256.4% | +475.8% | -219.4% | +103.8% |
| All | +256.4% | +472.5% | -216.1% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling