+1,288.1%
KDP vs PAAS
+55.3%
+1,232.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | +4.5% | -0.4% | +4.9% | +4.5% |
| 30D | +18.5% | -11.6% | +30.1% | +19.3% |
| 3M | +20.8% | -15.6% | +36.4% | +21.7% |
| 6M | +29.4% | -19.1% | +48.5% | +30.3% |
| YTD | +35.9% | -20.9% | +56.8% | +36.5% |
| 1Y | +42.5% | +21.3% | +21.2% | +39.2% |
| 3Y | +29.4% | +177.4% | -148.0% | +18.0% |
| 5Y | +15.8% | +71.3% | -55.5% | +7.6% |
| 10Y | +236.5% | +181.5% | +55.0% | +190.5% |
| All | +1,288.1% | +55.3% | +1,232.8% | +950.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling