+3.2%
KDP vs ONON
-24.2%
+27.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.4% |
| 7D | -1.6% | -3.5% | +1.9% | -1.4% |
| 30D | +9.5% | -30.8% | +40.3% | +11.0% |
| 3M | +2.6% | -29.8% | +32.5% | +4.0% |
| 6M | +15.6% | -34.8% | +50.4% | +17.3% |
| YTD | +17.3% | -42.3% | +59.6% | +19.5% |
| 1Y | +20.1% | -39.5% | +59.6% | +22.0% |
| 3Y | +4.9% | -9.3% | +14.2% | +3.7% |
| All | +3.2% | -24.2% | +27.4% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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