+47.7%
KDP vs NDAQ
+26.4%
+21.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +4.0% | 0.0% | +4.0% | +4.0% |
| 30D | +16.8% | +16.3% | +0.5% | +15.3% |
| 3M | +32.0% | +15.8% | +16.2% | +30.4% |
| 6M | +35.2% | +24.8% | +10.3% | +33.8% |
| YTD | +40.9% | +14.1% | +26.8% | +36.9% |
| 1Y | +47.7% | +26.5% | +21.1% | +41.8% |
| All | +47.7% | +26.4% | +21.2% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling