+256.4%
KDP vs PAAS
+168.2%
+88.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.8% | +7.6% | +2.0% |
| 7D | +8.2% | +4.2% | +4.0% | +8.0% |
| 30D | +18.4% | -13.8% | +32.1% | +18.9% |
| 3M | +29.2% | -22.7% | +51.9% | +30.2% |
| 6M | +32.3% | -32.1% | +64.4% | +33.8% |
| YTD | +38.5% | -22.3% | +60.8% | +38.9% |
| 1Y | +48.5% | +7.7% | +40.8% | +46.8% |
| 3Y | +32.5% | +214.0% | -181.6% | +23.1% |
| 5Y | +19.7% | +63.2% | -43.5% | +13.4% |
| 10Y | +256.4% | +185.5% | +70.9% | +230.6% |
| All | +256.4% | +168.2% | +88.2% | +230.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling