+174.5%
KDP vs PAAS
+200.1%
-25.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.8% |
| 7D | +1.3% | -2.9% | +4.2% | +1.4% |
| 30D | +6.0% | +6.8% | -0.8% | +5.6% |
| 3M | +9.2% | -2.9% | +12.1% | +9.1% |
| 6M | +14.7% | -16.4% | +31.1% | +15.2% |
| YTD | +19.2% | 0.0% | +19.2% | +18.5% |
| 1Y | +15.2% | +54.3% | -39.2% | +12.0% |
| 3Y | +6.0% | +230.7% | -224.7% | -2.1% |
| 5Y | +5.4% | +111.6% | -106.2% | -1.4% |
| All | +174.5% | +200.1% | -25.6% | +158.9% |
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