+38.9%
KDP vs PAAS
-2.8%
+41.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.6% |
| 7D | -0.8% | -8.9% | +8.1% | -0.7% |
| 30D | +9.7% | -11.4% | +21.1% | +9.7% |
| 3M | +17.6% | -20.4% | +38.1% | +17.5% |
| 6M | +25.8% | -40.7% | +66.5% | +26.3% |
| YTD | +33.9% | -26.9% | +60.8% | +33.6% |
| 1Y | +38.9% | -3.1% | +41.9% | +39.1% |
| All | +38.9% | -2.8% | +41.7% | +39.1% |
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