+239.3%
KDP vs PAAS
+178.0%
+61.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.0% | +0.7% |
| 7D | +0.3% | +8.8% | -8.5% | 0.0% |
| 30D | +16.3% | -8.5% | +24.8% | +16.6% |
| 3M | +24.0% | -17.0% | +41.0% | +24.6% |
| 6M | +30.0% | -27.9% | +57.9% | +31.2% |
| YTD | +36.1% | -17.5% | +53.6% | +36.2% |
| 1Y | +46.8% | +22.8% | +24.0% | +44.4% |
| 3Y | +30.5% | +224.2% | -193.7% | +21.0% |
| 5Y | +17.9% | +73.6% | -55.7% | +11.4% |
| 10Y | +239.3% | +186.4% | +52.9% | +212.8% |
| All | +239.3% | +178.0% | +61.3% | +212.8% |
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