+247.9%
KDP vs PAAS
+205.7%
+42.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.6% |
| 7D | -0.8% | -8.9% | +8.1% | -0.4% |
| 30D | +9.7% | -11.4% | +21.1% | +10.2% |
| 3M | +17.6% | -20.4% | +38.1% | +18.5% |
| 6M | +25.8% | -40.7% | +66.5% | +27.9% |
| YTD | +33.9% | -26.9% | +60.8% | +34.6% |
| 1Y | +38.9% | -3.1% | +41.9% | +37.9% |
| 3Y | +26.8% | +199.3% | -172.5% | +18.1% |
| 5Y | +16.3% | +48.3% | -31.9% | +10.7% |
| All | +247.9% | +205.7% | +42.2% | +223.3% |
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