+239.3%
KDP vs NDAQ
+484.3%
-245.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.5% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | +16.3% | +15.9% | +0.5% | +12.0% |
| 3M | +24.0% | +15.1% | +8.9% | +19.6% |
| 6M | +30.0% | +22.9% | +7.1% | +23.0% |
| YTD | +36.1% | +12.8% | +23.2% | +30.9% |
| 1Y | +46.8% | +26.0% | +20.8% | +36.9% |
| 3Y | +30.5% | +119.7% | -89.2% | +2.2% |
| 5Y | +17.9% | +65.4% | -47.5% | -0.7% |
| 10Y | +239.3% | +469.3% | -230.0% | +95.0% |
| All | +239.3% | +484.3% | -245.0% | +95.0% |
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