+26.8%
KDP vs NTRA
+562.3%
-535.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.6% |
| 7D | -0.8% | +2.7% | -3.5% | -0.8% |
| 30D | +9.7% | -19.2% | +28.9% | +9.6% |
| 3M | +17.6% | +2.7% | +14.9% | +17.4% |
| 6M | +25.8% | +63.4% | -37.6% | +25.0% |
| YTD | +33.9% | +39.3% | -5.4% | +33.2% |
| 1Y | +38.9% | +59.0% | -20.1% | +37.7% |
| 3Y | +26.8% | +557.4% | -530.6% | +17.2% |
| All | +26.8% | +562.3% | -535.5% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 3y: compounded portfolio wealth divided by compounded NTRA 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…
3y analysis · Full analysis span regression · 6 months rolling