+15.2%
KDP vs PAAS
+54.7%
-39.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.9% |
| 7D | +1.3% | -2.9% | +4.2% | +1.2% |
| 30D | +6.0% | +6.8% | -0.8% | +6.1% |
| 3M | +9.2% | -2.9% | +12.1% | +9.4% |
| 6M | +14.7% | -16.4% | +31.1% | +15.0% |
| YTD | +19.2% | 0.0% | +19.2% | +20.0% |
| 1Y | +15.2% | +54.3% | -39.2% | +23.1% |
| All | +15.2% | +54.7% | -39.5% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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