+43.5%
KDP vs NI
+9.5%
+34.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.3% |
| 7D | +5.3% | +3.9% | +1.4% | +3.9% |
| 30D | +19.1% | +15.3% | +3.8% | +13.4% |
| 3M | +19.2% | +2.4% | +16.8% | +17.9% |
| 6M | +29.3% | -4.5% | +33.8% | +31.0% |
| YTD | +35.5% | +11.4% | +24.2% | +35.5% |
| 1Y | +43.5% | +8.5% | +35.0% | +43.4% |
| All | +43.5% | +9.5% | +34.0% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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