+266.4%
KDP vs PAAS
+183.5%
+82.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.1% | +1.8% |
| 7D | +4.0% | -5.2% | +9.2% | +4.2% |
| 30D | +16.8% | -13.9% | +30.7% | +17.4% |
| 3M | +32.0% | -23.8% | +55.8% | +33.1% |
| 6M | +35.2% | -36.4% | +71.6% | +37.1% |
| YTD | +40.9% | -23.4% | +64.3% | +41.4% |
| 1Y | +47.7% | +5.6% | +42.0% | +46.1% |
| 3Y | +34.8% | +209.7% | -174.9% | +25.4% |
| 5Y | +22.6% | +55.6% | -32.9% | +16.5% |
| 10Y | +266.4% | +212.2% | +54.2% | +239.7% |
| All | +266.4% | +183.5% | +82.9% | +239.7% |
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