+43.4%
KDP vs PAAS
+21.8%
+21.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.7% |
| 7D | +2.2% | +8.4% | -6.2% | +2.1% |
| 30D | +19.9% | -7.2% | +27.1% | +19.7% |
| 3M | +21.5% | -14.0% | +35.5% | +21.1% |
| 6M | +30.1% | -26.8% | +56.9% | +30.2% |
| YTD | +34.9% | -19.8% | +54.7% | +34.7% |
| 1Y | +43.4% | +22.8% | +20.5% | +43.8% |
| All | +43.4% | +21.8% | +21.6% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling