+1,288.1%
KDP vs PLUG
-95.6%
+1,383.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.5% | +7.8% | +0.5% |
| 7D | +4.5% | -4.9% | +9.4% | +4.6% |
| 30D | +18.5% | -27.4% | +45.9% | +19.4% |
| 3M | +20.8% | -35.7% | +56.6% | +22.1% |
| 6M | +29.4% | -59.3% | +88.7% | +32.1% |
| YTD | +35.9% | -31.5% | +67.4% | +36.1% |
| 1Y | +42.5% | -48.9% | +91.3% | +43.7% |
| 3Y | +29.4% | -79.6% | +109.0% | +29.5% |
| 5Y | +15.8% | -96.5% | +112.3% | +20.5% |
| 10Y | +236.5% | -4.9% | +241.4% | +197.3% |
| All | +1,288.1% | -95.6% | +1,383.7% | +1,040.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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