+35.9%
KDP vs NI
+7.3%
+28.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.6% | -8.0% | -7.6% |
| 7D | -4.0% | +3.1% | -7.1% | -5.1% |
| 30D | +8.5% | +11.2% | -2.7% | +4.4% |
| 3M | +20.7% | +9.8% | +10.9% | +16.5% |
| 6M | +23.2% | -1.6% | +24.8% | +23.7% |
| YTD | +30.5% | +12.6% | +17.8% | +29.2% |
| 1Y | +35.9% | +7.8% | +28.1% | +34.6% |
| All | +35.9% | +7.3% | +28.6% | +34.6% |
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